Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
2025
Q1
$92K Hold
2024
Q4
$137K Buy
2024
Q3
$65K Hold
2024
Q2
$100K Buy
2024
Q1
$109K Buy
2023
Q4
$138K Buy
2023
Q3
$95K Buy
2023
Q1
Sell
2022
Q4
$240K Sell
2022
Q3
$318K Buy
2022
Q2
$335K Buy
2022
Q1
$355K Buy
2021
Q4
$206K Sell
2021
Q3
$473K Buy