Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
2025
Q1
$92.5K Sell
2024
Q4
$99.3K Buy
2024
Q3
$39.4K Sell
2024
Q2
$44.7K Sell
2024
Q1
$55.6K Sell
2023
Q4
$75.3K Sell
2023
Q3
$67.4K Sell
2023
Q2
$77.8K Sell
2023
Q1
$111K Buy
2022
Q4
$82K Sell
2022
Q3
$81K Sell
2022
Q2
$107K Sell
2022
Q1
$141K Sell
2021
Q4
$152K Buy