Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$60.8K Hold
2024
Q4
$61.2K Hold
2024
Q3
$77.8K Sell
2024
Q2
$100K Hold
2024
Q1
$101K Sell
2023
Q4
$127K Hold
2023
Q3
$105K Buy
2023
Q2
$102K Sell
2023
Q1
$140K Buy
2022
Q4
$110K Buy
2022
Q3
$88K Hold
2022
Q2
$98K Sell
2022
Q1
$135K Hold
2021
Q4
$106K Hold
2021
Q3
$94K Hold
2021
Q2
$128K Hold
2021
Q1
$122K Buy
2020
Q4
$44K Buy