Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
2025
Q1
$8K Sell
2024
Q4
$15K Buy
2024
Q3
$14K Sell
2024
Q2
$13K Sell
2024
Q1
$19K Sell
2023
Q4
$14K Hold
2023
Q3
$11K Sell
2023
Q2
$11K Sell
2023
Q1
$11K Buy
2022
Q4
$9K Hold
2022
Q3
$8K Buy
2022
Q2
$5K Buy
2022
Q1
$1K Sell
2021
Q4
$4K Buy