Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70K Sell
2025
Q1
$73K Sell
2024
Q4
$75K Hold
2024
Q3
$79K Buy
2024
Q1
$80K Sell
2023
Q4
$92K Sell
2023
Q3
$118K Sell
2023
Q2
$117K Sell
2023
Q1
$95K Sell
2022
Q4
$108K Sell
2022
Q3
$150K Sell
2022
Q2
$206K Buy
2022
Q1
$337K Sell
2021
Q4
$364K Buy
2021
Q3
$334K Sell
2021
Q2
$571K Buy
2021
Q1
$164K Hold
2020
Q4
$181K Hold
2020
Q3
$146K Hold
2020
Q2
$123K Buy