Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$89.7K Hold
2024
Q4
$92.6K Sell
2024
Q3
$92.3K Sell
2024
Q2
$84.6K Sell
2024
Q1
$83.7K Sell
2023
Q4
$113K Buy
2023
Q3
$66.3K Sell
2023
Q2
$89.4K Buy
2023
Q1
$78.8K Sell
2022
Q4
$73.1K Sell
2022
Q3
$75K Sell
2022
Q2
$68K Buy
2022
Q1
Sell
2021
Q4
$416K Sell
2021
Q3
$417K Buy
2021
Q2
$255K Sell
2021
Q1
$276K Buy
2019
Q2
Sell
2019
Q1
$566K Buy