Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$50.3K Sell
2024
Q4
$174K Sell
2024
Q3
$201K Sell
2024
Q2
$175K Sell
2024
Q1
$230K Hold
2023
Q4
$183K Sell
2023
Q3
$135K Sell
2023
Q2
$323K Sell
2023
Q1
$377K Buy
2022
Q4
$409K Sell
2022
Q3
$480K Sell
2022
Q2
$498K Buy
2022
Q1
$294K Sell
2021
Q4
$431K Sell
2021
Q3
$1.06M Buy
2021
Q2
$1.26M Buy
2021
Q1
$936K Buy