Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
2025
Q1
$93K Hold
2024
Q4
$115K Buy
2024
Q2
Sell
2024
Q1
$138K Buy
2023
Q1
Sell
2022
Q4
$26.2K Sell
2022
Q3
$48K Buy
2022
Q2
$60K Buy
2022
Q1
$159K Sell
2021
Q4
$251K Buy