Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.5K Buy
2025
Q1
$23.3K Sell
2024
Q4
$253K Sell
2024
Q3
$605K Sell
2024
Q2
$541K Buy
2024
Q1
$629K Buy
2023
Q4
$398K Hold
2023
Q3
$368K Buy
2023
Q2
$323K Buy
2023
Q1
$143K Sell
2022
Q4
$162K Hold
2022
Q3
$150K Buy
2022
Q2
$23K Buy
2021
Q4
Sell
2021
Q3
$529K Buy
2021
Q2
Sell
2021
Q1
$659K Buy