Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
2025
Q1
$158K Buy
2024
Q4
$70.2K Buy
2024
Q3
$56K Buy
2024
Q2
$42.9K Buy
2024
Q1
$23K Hold
2023
Q4
$23.2K Hold
2023
Q3
$21K Buy
2023
Q2
Sell
2023
Q1
$3.36K Buy
2022
Q4
Sell
2022
Q3
$3K Hold
2022
Q2
$3K Sell
2022
Q1
$5K Sell
2021
Q4
$31K Sell
2021
Q3
$36K Sell
2021
Q2
$38K Buy