Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$65.5K Hold
2025
Q1
$62.7K Sell
2024
Q4
$139K Hold
2024
Q3
$130K Hold
2024
Q2
$111K Hold
2024
Q1
$118K Hold
2023
Q4
$95.8K Hold
2023
Q3
$91.4K Sell
2023
Q2
$147K Hold
2023
Q1
$143K Buy