Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$18K Hold
2024
Q4
$18.5K Hold
2024
Q3
$19.2K Hold
2024
Q2
$19.8K Hold
2024
Q1
$24.8K Hold
2023
Q4
$22.7K Hold
2023
Q3
$16.5K Hold
2023
Q2
$18.8K Hold
2023
Q1
$16K Hold
2022
Q4
$12.7K Hold
2022
Q3
$10K Hold
2022
Q2
$11K Hold
2022
Q1
$15K Hold
2021
Q4
$17K Hold
2021
Q3
$19K Sell
2021
Q2
$19K Sell
2021
Q1
$23K Hold
2020
Q4
$22K Buy
2020
Q3
$5K Buy