Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6K Hold
2024
Q4
$7K Hold
2024
Q3
$9K Hold
2024
Q2
$14K Buy
2023
Q2
Sell
2023
Q1
$26K Sell
2022
Q4
$45K Hold
2022
Q3
$61K Buy
2022
Q2
$77K Buy
2022
Q1
$99K Sell
2021
Q4
$148K Sell
2021
Q3
$236K Sell
2021
Q2
$280K Buy