Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$74K Hold
2024
Q4
$73K Buy
2024
Q1
Sell
2023
Q4
$614K Buy
2023
Q3
$498K Buy
2022
Q1
Sell
2021
Q4
$182K Sell
2021
Q3
$186K Hold
2021
Q2
$306K Hold
2021
Q1
$331K Hold
2020
Q4
$366K Hold
2020
Q3
$295K Hold
2020
Q2
$248K Buy