Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$124K Hold
2024
Q4
$103K Buy
2023
Q2
Sell
2023
Q1
$87.4K Buy
2022
Q4
$73.6K Buy
2022
Q3
$62K Buy
2022
Q2
Sell
2022
Q1
$99K Hold
2021
Q4
$121K Buy