Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$44.4K Sell
2024
Q4
$245K Buy
2024
Q3
$5K Sell
2024
Q2
$18.4K Hold
2024
Q1
$17.5K Hold
2023
Q4
$13.6K Hold
2023
Q3
$10.6K Hold
2023
Q2
$13K Hold
2023
Q1
$12.3K Sell
2022
Q4
$13.3K Buy
2022
Q3
Sell
2022
Q2
$15K Sell
2022
Q1
$94K Sell
2021
Q4
$130K Buy
2021
Q3
$19K Sell
2021
Q2
$85K Buy
2021
Q1
$51K Buy