Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3K Hold
2025
Q1
$2K Sell
2024
Q4
$80K Sell
2024
Q3
$111K Sell
2024
Q2
$175K Sell
2024
Q1
$421K Sell
2023
Q4
$407K Buy
2023
Q3
$273K Sell
2023
Q2
$291K Hold
2023
Q1
$258K Buy
2022
Q4
$158K Buy
2022
Q3
$115K Sell
2022
Q2
$224K Buy