Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2K Hold
2024
Q4
$3K Hold
2024
Q3
$2K Hold
2024
Q2
$6K Hold
2024
Q1
$11K Sell
2023
Q4
$50K Sell
2023
Q3
$61K Hold
2023
Q2
$83K Sell
2023
Q1
$114K Sell
2022
Q4
$204K Hold
2022
Q3
$305K Buy
2022
Q2
$161K Buy
2022
Q1
$205K Sell
2021
Q4
$381K Buy
2021
Q3
$209K Sell
2021
Q2
$426K Buy