Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102K Hold
2025
Q1
$75K Sell
2024
Q4
$99K Hold
2024
Q3
$87.1K Buy
2024
Q2
$69.8K Buy
2024
Q1
$13.7K Hold
2023
Q4
$10.4K Buy
2023
Q1
Sell
2022
Q4
$60K Buy