Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.7K Sell
2025
Q1
$34.7K Buy
2024
Q4
$57.4K Buy
2024
Q3
$75.9K Sell
2024
Q2
$71.4K Buy
2024
Q1
$106K Hold
2023
Q4
$99.6K Hold
2023
Q3
$102K Hold
2023
Q2
$66.8K Hold
2023
Q1
$109K Hold
2022
Q4
$117K Hold
2022
Q3
$118K Hold
2022
Q2
$134K Hold
2022
Q1
$334K Hold
2021
Q4
$316K Hold
2021
Q3
$487K Hold
2021
Q2
$778K Buy