Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$49K Sell
2025
Q1
$117K Buy
2023
Q3
Sell
2023
Q2
$25K Buy
2022
Q2
Sell
2022
Q1
$51K Buy
2021
Q4
Sell
2021
Q3
$551K Buy
2021
Q2
Sell
2021
Q1
$844K Buy
2020
Q4
$228K Buy