Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$133K Sell
2024
Q4
$140K Buy
2024
Q3
$124K Sell
2024
Q2
$158K Buy
2024
Q1
$153K Buy
2023
Q4
$126K Buy
2023
Q3
$117K Buy
2023
Q2
$71.2K Buy
2023
Q1
$57.4K Buy
2022
Q4
$44.4K Buy
2022
Q3
$16K Hold
2022
Q2
$15K Hold
2022
Q1
$15K Hold
2021
Q4
$11K Buy