Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$8.44K Sell
2024
Q4
$32.3K Sell
2024
Q3
$58.5K Sell
2024
Q2
$56.8K Sell
2024
Q1
$50.8K Buy
2023
Q4
$41.8K Hold
2023
Q3
$40.5K Hold
2023
Q2
$44K Sell
2023
Q1
$39.4K Buy
2022
Q4
$38.5K Sell
2022
Q3
$59K Sell
2022
Q2
$69K Hold
2022
Q1
$74K Hold
2021
Q4
$66K Hold
2021
Q3
$64K Hold
2021
Q2
$63K Buy
2021
Q1
$57K Hold
2020
Q4
$58K Hold
2020
Q3
$50K Buy