Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$32K Sell
2024
Q4
$35.8K Sell
2024
Q3
$48.1K Sell
2024
Q2
$54.3K Sell
2024
Q1
$65.3K Sell
2023
Q4
$98K Hold
2023
Q3
$80.3K Hold
2023
Q2
$89.2K Hold
2023
Q1
$89.9K Buy
2022
Q4
$63.1K Sell
2022
Q3
$63K Sell
2022
Q2
$68K Hold
2022
Q1
$91K Hold
2021
Q4
$115K Hold
2021
Q3
$97K Hold
2021
Q2
$99K Buy
2021
Q1
$92K Sell
2020
Q4
$132K Hold
2020
Q3
$113K Buy