Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$103K Sell
2024
Q4
$165K Buy
2024
Q3
$116K Sell
2024
Q2
$118K Buy
2024
Q1
$120K Sell
2023
Q4
$148K Buy
2023
Q3
$117K Buy
2023
Q2
$98K Sell
2023
Q1
$93.9K Sell
2022
Q4
$87.5K Buy
2022
Q3
$61K Buy
2022
Q2
$54K Hold
2022
Q1
$61K Sell
2021
Q4
$81K Buy
2021
Q3
$66K Buy
2020
Q1
Sell
2019
Q4
$113K Buy