Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Hold
2025
Q1
$336K Sell
2024
Q4
$309K Buy
2024
Q3
$18.2K Buy
2024
Q2
Sell
2024
Q1
$20K Hold
2023
Q4
$17.7K Hold
2023
Q3
$16K Hold
2023
Q2
$16.4K Sell
2023
Q1
$17.1K Hold
2022
Q4
$15.7K Sell
2022
Q3
$14K Sell
2022
Q2
$84K Buy
2022
Q1
$77K Sell
2021
Q4
$83K Hold
2021
Q3
$71K Hold
2021
Q2
$70K Buy