Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$61.7K Buy
2024
Q4
$56.7K Sell
2024
Q3
$71.4K Sell
2024
Q2
$117K Sell
2024
Q1
$139K Sell
2023
Q4
$158K Sell
2023
Q3
$206K Buy
2023
Q2
$164K Hold
2023
Q1
$179K Buy
2022
Q4
$145K Buy
2022
Q3
$66K Sell
2022
Q2
$75K Sell
2022
Q1
$204K Buy
2021
Q4
$97K Buy