Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$191K Sell
2025
Q1
$295K Buy
2024
Q4
$93.9K Buy
2024
Q3
$25K Buy
2024
Q2
$28.8K Buy
2024
Q1
$25.5K Sell
2023
Q4
$50.5K Buy
2023
Q3
$30.6K Hold
2023
Q2
$21.8K Sell
2023
Q1
$1.02M Buy
2022
Q4
$776K Sell
2022
Q3
$1.27M Buy
2022
Q2
$6K Hold
2022
Q1
$9K Buy
2021
Q4
$11K Buy
2021
Q3
$16K Buy