Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
2025
Q1
$98.7K Buy
2024
Q4
$47.4K Sell
2024
Q3
$83.9K Buy
2024
Q2
$93.4K Sell
2024
Q1
$175K Sell
2023
Q4
$337K Sell
2023
Q3
$392K Buy
2023
Q2
$350K Buy
2023
Q1
$359K Buy
2022
Q4
$372K Hold
2022
Q3
$352K Sell
2022
Q2
$385K Sell
2022
Q1
$412K Sell
2021
Q4
$449K Buy