Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$7.25K Sell
2024
Q4
$16.1K Sell
2024
Q3
$72.2K Sell
2024
Q2
$75.3K Sell
2024
Q1
$114K Buy
2023
Q4
$86.6K Sell
2023
Q3
$77.2K Sell
2023
Q2
$117K Sell
2023
Q1
$130K Sell
2022
Q4
$111K Sell
2022
Q3
$119K Buy
2022
Q2
$119K Buy
2022
Q1
$134K Hold
2021
Q4
$186K Hold
2021
Q3
$174K Hold
2021
Q2
$152K Buy
2021
Q1
$129K Sell
2020
Q4
$169K Hold
2020
Q3
$137K Buy