Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19K Buy
2025
Q1
$11K Sell
2024
Q4
$22K Buy
2024
Q3
$11K Hold
2024
Q2
$10K Sell
2024
Q1
$18K Buy
2023
Q4
$14K Buy
2023
Q3
$7K Sell
2023
Q2
$15K Sell
2023
Q1
$13K Sell
2022
Q4
$32K Sell
2022
Q3
$31K Sell
2022
Q2
$35K Sell
2022
Q1
$44K Buy
2021
Q4
$33K Buy