Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$44K Hold
2025
Q1
$34K Hold
2024
Q4
$41K Hold
2024
Q3
$41K Sell
2024
Q2
$47K Hold
2024
Q1
$47K Hold
2023
Q4
$36K Hold
2023
Q3
$31K Hold
2023
Q2
$30K Hold
2023
Q1
$25K Hold
2022
Q4
$23K Hold
2022
Q3
$20K Hold
2022
Q2
$19K Hold
2022
Q1
$22K Buy