Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$120K Sell
2024
Q4
$131K Buy
2024
Q3
$129K Buy
2024
Q2
$125K Buy
2024
Q1
$109K Buy
2023
Q4
$111K Sell
2023
Q3
$151K Buy
2023
Q2
$125K Buy
2023
Q1
$46.1K Buy
2022
Q4
$49.9K Sell
2022
Q3
$76K Sell
2022
Q2
$147K Sell
2022
Q1
$234K Hold
2021
Q4
$218K Buy
2021
Q3
$205K Buy
2020
Q1
Sell
2019
Q4
$104K Buy