Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$170K Buy
2025
Q1
$56.2K Sell
2024
Q4
$104K Buy
2024
Q3
$86.3K Sell
2024
Q2
$101K Buy
2024
Q1
$73.6K Buy
2023
Q4
$29.2K Buy
2023
Q3
$13.7K Hold
2023
Q2
$13.8K Hold
2023
Q1
$11.6K Sell
2022
Q4
$12K Buy
2022
Q3
$10K Sell
2022
Q2
$20K Hold
2022
Q1
$25K Sell
2021
Q4
$62K Buy