Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
2025
Q1
$149K Buy
2024
Q4
$95.3K Buy
2024
Q3
$90.5K Buy
2024
Q2
$38.3K Sell
2024
Q1
$42.8K Sell
2023
Q4
$86.7K Hold
2023
Q3
$68.5K Sell
2023
Q2
$71.6K Sell
2023
Q1
$59K Sell
2022
Q4
$91K Sell
2022
Q3
$80K Buy
2022
Q2
$74K Buy
2022
Q1
$70K Sell
2021
Q4
$134K Buy