Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$58.2K Sell
2025
Q1
$71.1K Sell
2024
Q4
$101K Hold
2024
Q3
$143K Sell
2024
Q2
$144K Hold
2024
Q1
$180K Hold
2023
Q4
$165K Buy
2023
Q3
$112K Hold
2023
Q2
$115K Sell
2023
Q1
$130K Buy
2022
Q4
$115K Sell
2022
Q3
$108K Hold
2022
Q2
$108K Buy
2021
Q4
$132K Sell
2021
Q3
$193K Buy
2021
Q2
$178K Buy
2021
Q1
$145K Buy