Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
2025
Q1
$17.6K Hold
2024
Q4
$15.5K Hold
2024
Q3
$16.4K Sell
2024
Q2
$12.6K Sell
2024
Q1
$13K Hold
2023
Q4
$13.4K Hold
2023
Q3
$11.5K Hold
2023
Q2
$12.3K Hold
2023
Q1
$12.9K Hold
2022
Q4
$14.8K Hold
2022
Q3
$16K Hold
2022
Q2
$16K Buy
2022
Q1
$15K Sell
2021
Q4
$36K Buy
2020
Q2
Sell
2020
Q1
$176K Hold
2019
Q4
$227K Buy