Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.5K Sell
2025
Q1
$199K Buy
2024
Q4
$37.6K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q2
Sell
2022
Q1
$53K Sell
2021
Q4
$213K Buy
2021
Q3
Sell
2021
Q2
$220K Buy