Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42K Buy
2025
Q1
$23K Buy
2024
Q4
$19K Buy
2024
Q3
$20K Sell
2024
Q2
$17K Sell
2024
Q1
$14K Sell
2023
Q4
$17K Buy
2023
Q3
$14K Sell
2023
Q2
$26K Buy
2023
Q1
$13K Sell
2022
Q4
$15K Buy
2022
Q3
$13K Sell
2022
Q2
$18K Sell
2022
Q1
$22K Buy
2021
Q4
$13K Buy