Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$186K Hold
2025
Q1
$154K Hold
2024
Q4
$161K Hold
2024
Q3
$193K Sell
2024
Q2
$276K Buy
2024
Q1
$51.4K Sell
2023
Q4
$96.9K Hold
2023
Q3
$75.3K Buy
2023
Q2
$38.4K Sell
2023
Q1
$40.8K Sell
2022
Q4
$36.6K Sell
2022
Q3
$35K Buy
2022
Q2
$37K Buy
2022
Q1
$7K Hold
2021
Q4
$8K Hold
2021
Q3
$7K Hold
2021
Q2
$7K Buy