Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$39.5K Buy
2024
Q3
$65.4K Hold
2024
Q2
$63.3K Buy
2023
Q3
$93.9K Sell
2023
Q2
$106K Buy
2023
Q1
Sell
2022
Q4
$220K Buy
2022
Q3
Sell
2022
Q2
$231K Sell
2022
Q1
$302K Sell
2021
Q4
$375K Buy
2021
Q3
$264K Buy
2021
Q2
$231K Sell
2021
Q1
$237K Buy
2020
Q4
Sell
2020
Q3
$292K Sell
2020
Q2
$1.93M Buy