Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$93.4K Sell
2025
Q1
$145K Hold
2024
Q4
$130K Hold
2024
Q3
$106K Sell
2024
Q2
$122K Hold
2024
Q1
$128K Hold
2023
Q4
$108K Hold
2023
Q3
$118K Hold
2023
Q2
$114K Hold
2023
Q1
$94.7K Sell
2022
Q4
$106K Hold
2022
Q3
$100K Buy
2022
Q2
$27K Hold
2022
Q1
$25K Hold
2021
Q4
$19K Sell
2021
Q3
$111K Buy