Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.8K Sell
2025
Q1
$113K Sell
2024
Q4
$426K Buy
2024
Q3
$181K Buy
2024
Q2
$98.9K Sell
2024
Q1
$264K Buy
2023
Q4
$171K Buy
2023
Q3
$143K Buy
2023
Q2
$136K Sell
2023
Q1
$175K Buy
2022
Q2
Sell
2022
Q1
$64K Hold
2021
Q4
$74K Buy
2021
Q3
$60K Sell
2021
Q2
$127K Buy