Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
2025
Q1
$41K Buy
2024
Q4
$7K Buy
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$181K Buy
2022
Q3
$116K Buy
2022
Q2
$26K Buy
2022
Q1
Sell
2021
Q4
$434K Buy