Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.36K Sell
2024
Q4
$19.8K Sell
2024
Q3
$27.7K Sell
2024
Q2
$44.8K Sell
2024
Q1
$119K Sell
2023
Q4
$203K Hold
2023
Q3
$220K Hold
2023
Q2
$253K Hold
2023
Q1
$265K Hold
2022
Q4
$226K Hold
2022
Q3
$153K Buy
2022
Q2
$134K Buy
2022
Q1
$178K Buy
2021
Q4
$109K Buy