Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
2025
Q1
$171K Sell
2024
Q4
$190K Hold
2024
Q3
$233K Buy
2024
Q2
$246K Buy
2024
Q1
$198K Hold
2023
Q4
$165K Hold
2023
Q3
$130K Sell
2023
Q2
$141K Buy
2023
Q1
$71.5K Buy
2022
Q4
$32.4K Hold
2022
Q3
$26K Hold
2022
Q2
$27K Buy
2022
Q1
$1K Buy
2021
Q4
Sell
2021
Q3
$1K Buy