Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
2025
Q1
$136K Buy
2024
Q4
$187K Buy
2024
Q3
$126K Hold
2024
Q2
$107K Hold
2024
Q1
$88K Hold
2023
Q4
$63K Hold
2023
Q3
$51K Sell
2023
Q2
$123K Hold
2023
Q1
$94K Sell
2022
Q4
$83K Hold
2022
Q3
$89K Hold
2022
Q2
$76K Sell
2022
Q1
$194K Buy
2021
Q4
$145K Hold
2021
Q3
$141K Buy