Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
2025
Q1
$125K Buy
2024
Q4
$124K Sell
2024
Q3
$123K Sell
2024
Q2
$181K Hold
2024
Q1
$178K Buy
2023
Q1
Sell
2022
Q4
$6.37K Sell
2022
Q3
$14K Buy
2022
Q2
$9K Buy
2022
Q1
$3K Hold
2021
Q4
$3K Buy