Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
2025
Q1
$143K Buy
2024
Q4
$192K Buy
2024
Q3
$95.7K Buy
2024
Q2
$85.6K Buy
2024
Q1
$2.42K Buy
2023
Q4
$2.91K Buy
2023
Q3
Sell
2023
Q2
$132K Buy
2023
Q1
$723 Sell
2022
Q4
$122K Buy
2022
Q3
$104K Buy
2022
Q2
$68K Sell
2022
Q1
$235K Buy
2021
Q4
$22K Buy
2021
Q3
Sell
2021
Q2
$90K Buy
2021
Q1
$30K Buy