Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$124K Sell
2024
Q4
$127K Hold
2024
Q3
$123K Buy
2024
Q2
$113K Buy
2024
Q1
$93.8K Buy
2023
Q4
$71.9K Sell
2023
Q3
$65K Hold
2023
Q2
$61.9K Sell
2023
Q1
$157K Buy
2022
Q4
$42.5K Hold
2022
Q3
$44K Hold
2022
Q2
$45K Hold
2022
Q1
$54K Buy
2021
Q4
$47K Hold
2021
Q3
$37K Buy
2020
Q1
Sell
2019
Q4
$40K Buy