Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$71.3K Sell
2025
Q1
$197K Buy
2024
Q4
$71.6K Sell
2024
Q3
$186K Buy
2024
Q2
$222K Hold
2024
Q1
$211K Sell
2023
Q4
$196K Buy
2023
Q3
$145K Buy
2023
Q2
$176K Hold
2023
Q1
$164K Buy
2022
Q2
Sell
2022
Q1
$296K Buy
2021
Q4
$280K Sell
2021
Q3
$301K Hold
2021
Q2
$301K Sell
2021
Q1
$273K Sell
2020
Q4
$225K Buy