Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20K Hold
2025
Q1
$26K Buy
2024
Q4
$32K Hold
2024
Q3
$25K Hold
2024
Q2
$19K Hold
2024
Q1
$20K Sell
2023
Q4
$56K Sell
2023
Q3
$56K Hold
2023
Q2
$65K Sell
2023
Q1
$77K Sell
2022
Q4
$79K Hold
2022
Q3
$92K Buy
2022
Q2
$136K Sell
2022
Q1
$394K Buy
2021
Q4
$539K Buy
2021
Q3
$825K Buy
2021
Q2
$1.28M Buy