Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$93K Sell
2025
Q1
$103K Sell
2024
Q4
$136K Buy
2024
Q3
$129K Sell
2024
Q2
$158K Hold
2024
Q1
$195K Hold
2023
Q4
$146K Hold
2023
Q3
$133K Buy
2023
Q2
$101K Hold
2023
Q1
$80K Hold
2022
Q4
$62K Hold
2022
Q3
$56K Hold
2022
Q2
$55K Hold
2022
Q1
$72K Hold
2021
Q4
$99K Hold
2021
Q3
$70K Hold
2021
Q2
$62K Hold
2021
Q1
$68K Hold
2020
Q4
$53K Buy