Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
2025
Q1
$75.9K Hold
2024
Q4
$81.1K Hold
2024
Q3
$68.4K Hold
2024
Q2
$81.9K Hold
2024
Q1
$66.8K Hold
2023
Q4
$143K Buy
2023
Q3
$26.7K Buy
2023
Q1
Sell
2022
Q4
$2K Sell
2022
Q3
$21K Buy
2022
Q2
$15K Sell
2022
Q1
$55K Hold
2021
Q4
$114K Buy