Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$59K Buy
2025
Q1
$44K Hold
2024
Q4
$41K Hold
2024
Q3
$50K Hold
2024
Q2
$54K Hold
2024
Q1
$45K Hold
2023
Q4
$38K Sell
2023
Q3
$31K Hold
2023
Q2
$33K Hold
2023
Q1
$27K Buy
2022
Q4
$25K Sell
2022
Q3
$36K Hold
2022
Q2
$38K Hold
2022
Q1
$43K Buy