Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$68K Sell
2025
Q1
$105K Hold
2024
Q4
$109K Buy
2024
Q3
$65K Hold
2024
Q2
$68K Hold
2024
Q1
$72K Hold
2023
Q4
$87K Hold
2023
Q3
$76K Sell
2023
Q2
$190K Sell
2023
Q1
$174K Hold
2022
Q4
$155K Buy
2022
Q3
$179K Buy
2022
Q2
Sell
2022
Q1
$355K Buy
2021
Q4
$79K Buy
2020
Q3
Sell
2020
Q2
$518K Sell
2020
Q1
$2.86M Buy