Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$118K Sell
2024
Q4
$205K Buy
2024
Q3
$208K Buy
2024
Q2
$234K Buy
2023
Q2
Sell
2023
Q1
$76K Buy
2022
Q4
$79.3K Sell
2022
Q3
$84K Buy
2022
Q2
$71K Buy
2022
Q1
$100K Buy
2021
Q4
$75K Sell
2021
Q3
$181K Buy
2021
Q2
$111K Buy