Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
2025
Q1
$1.95K Sell
2024
Q4
$72.3K Sell
2024
Q3
$180K Sell
2024
Q2
$219K Buy
2024
Q1
$162K Buy
2023
Q4
$46K Sell
2023
Q3
$222K Buy
2023
Q2
$173K Buy
2023
Q1
$386 Buy
2022
Q4
$306 Sell
2022
Q3
$27K Sell
2022
Q2
$53K Sell
2022
Q1
$71K Sell
2021
Q4
$82K Buy
2021
Q3
$81K Sell
2021
Q2
$85K Sell
2021
Q1
$93K Buy