Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
2025
Q1
$190K Buy
2024
Q4
$2K Sell
2024
Q3
$39.1K Sell
2024
Q2
$230K Sell
2024
Q1
$329K Buy
2023
Q4
$84.7K Sell
2023
Q3
$159K Buy
2023
Q2
$28.4K Hold
2023
Q1
$27.8K Buy
2022
Q4
$19.8K Sell
2022
Q3
$80K Buy
2022
Q2
$22K Hold
2022
Q1
$30K Hold
2021
Q4
$31K Buy