Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$82.9K Sell
2024
Q4
$128K Buy
2024
Q3
$12.2K Hold
2024
Q2
$7.33K Hold
2024
Q1
$7.68K Hold
2023
Q4
$14.6K Hold
2023
Q3
$18.4K Hold
2023
Q2
$13.4K Hold
2023
Q1
$11.1K Hold
2022
Q4
$10K Hold
2022
Q3
$12K Hold
2022
Q2
$32K Hold
2022
Q1
$28K Hold
2021
Q4
$50K Hold
2021
Q3
$36K Hold
2021
Q2
$44K Hold
2021
Q1
$37K Hold
2020
Q4
$43K Hold
2020
Q3
$20K Buy