Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8K Hold
2025
Q1
$9K Hold
2024
Q4
$11K Hold
2024
Q3
$13K Hold
2024
Q2
$11K Sell
2024
Q1
$36K Buy
2023
Q4
$37K Sell
2023
Q3
$52K Hold
2023
Q2
$113K Sell
2023
Q1
$118K Sell
2022
Q4
$252K Buy
2022
Q3
$163K Buy
2022
Q2
$213K Buy
2022
Q1
$194K Sell
2021
Q4
$203K Sell
2021
Q3
$303K Sell
2021
Q2
$395K Buy