Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
2025
Q1
$164K Sell
2024
Q4
$193K Hold
2024
Q3
$187K Sell
2024
Q2
$164K Buy
2024
Q1
$183K Buy
2023
Q4
$157K Buy
2023
Q3
$140K Buy
2023
Q2
$143K Sell
2023
Q1
$146K Buy
2022
Q4
$147K Buy
2022
Q3
$115K Buy
2022
Q2
$103K Buy
2022
Q1
$109K Buy
2021
Q4
$58K Buy