Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Buy
2025
Q1
$79.2K Buy
2024
Q4
$70K Buy
2024
Q3
$26.4K Hold
2024
Q2
$24.7K Hold
2024
Q1
$22.5K Hold
2023
Q4
$15.1K Hold
2023
Q3
$17.6K Sell
2023
Q2
$18.1K Sell
2023
Q1
$18.2K Sell
2022
Q4
$21K Sell
2022
Q3
$37K Buy
2022
Q2
$36K Hold
2022
Q1
$42K Sell
2021
Q4
$60K Buy
2021
Q3
$76K Sell
2021
Q2
$170K Buy
2021
Q1
$163K Buy