Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15K Hold
2025
Q2
$10K Buy
2024
Q2
Sell
2024
Q1
$5K Sell
2023
Q4
$24K Sell
2023
Q3
$27K Buy
2023
Q2
$31K Hold
2023
Q1
$31K Sell
2022
Q4
$47K Hold
2022
Q3
$57K Hold
2022
Q2
$59K Buy
2022
Q1
$112K Sell
2021
Q4
$110K Buy
2021
Q3
$170K Sell
2021
Q2
$199K Buy