Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$82K Hold
2025
Q1
$86K Buy
2024
Q4
$86K Sell
2024
Q3
$122K Hold
2024
Q2
$121K Buy
2024
Q1
$139K Sell
2023
Q4
$310K Sell
2023
Q3
$278K Buy
2023
Q2
$355K Sell
2023
Q1
$375K Sell
2022
Q4
$373K Buy
2022
Q3
$318K Buy
2022
Q2
$290K Buy