Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
2025
Q1
$109K Buy
2024
Q4
$97.1K Sell
2024
Q3
$249K Buy
2024
Q2
$226K Sell
2024
Q1
$206K Sell
2023
Q4
$202K Sell
2023
Q3
$201K Buy
2023
Q2
$49K Hold
2023
Q1
$45.2K Hold
2022
Q4
$41.5K Hold
2022
Q3
$43K Hold
2022
Q2
$44K Hold
2022
Q1
$52K Buy
2021
Q4
$20K Buy