Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
2025
Q1
$102K Buy
2024
Q4
$101K Sell
2024
Q3
$150K Buy
2024
Q2
$171K Sell
2024
Q1
$193K Buy
2023
Q4
$168K Buy
2023
Q3
$156K Hold
2023
Q2
$190K Buy
2023
Q1
$134K Sell
2022
Q4
$136K Sell
2022
Q3
$135K Sell
2022
Q2
$158K Sell
2022
Q1
$263K Sell
2021
Q4
$368K Sell
2021
Q3
$251K Buy
2021
Q2
$195K Buy
2021
Q1
$159K Buy