Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$81.3K Hold
2025
Q1
$78.4K Hold
2024
Q4
$68.9K Hold
2024
Q3
$73K Sell
2024
Q2
$56.6K Sell
2024
Q1
$67.2K Hold
2023
Q4
$69.3K Hold
2023
Q3
$59.4K Hold
2023
Q2
$63.5K Buy
2023
Q1
$50K Sell
2022
Q4
$59.6K Buy
2022
Q3
$55K Hold
2022
Q2
$64K Hold
2022
Q1
$74K Hold
2021
Q4
$88K Buy
2021
Q3
$75K Hold
2021
Q2
$85K Buy
2021
Q1
$63K Buy