Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
2025
Q1
$203K Buy
2024
Q4
$187K Sell
2024
Q3
$204K Buy
2024
Q2
$41.2K Buy
2024
Q1
$35.2K Buy
2023
Q4
Sell
2023
Q3
$198K Buy
2023
Q2
Sell
2023
Q1
$6.78K Sell
2022
Q4
$12K Buy
2022
Q3
$10K Buy
2022
Q2
Sell
2022
Q1
$61K Buy
2021
Q4
$19K Sell
2021
Q3
$43K Buy