Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
2025
Q1
$94.3K Sell
2024
Q4
$118K Sell
2024
Q3
$112K Hold
2024
Q2
$112K Sell
2024
Q1
$133K Buy
2023
Q4
$119K Sell
2023
Q3
$113K Sell
2023
Q2
$108K Buy
2023
Q1
$88.3K Sell
2022
Q4
$96.4K Buy
2022
Q3
$123K Buy
2022
Q2
$105K Sell
2022
Q1
$149K Buy
2021
Q4
$187K Hold
2021
Q3
$242K Sell
2021
Q2
$207K Buy
2021
Q1
$183K Buy
2020
Q4
$113K Buy
2020
Q3
$90K Buy