Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
2025
Q1
$172K Hold
2024
Q4
$184K Hold
2024
Q3
$149K Hold
2024
Q2
$130K Hold
2024
Q1
$112K Hold
2023
Q4
$141K Hold
2023
Q3
$170K Hold
2023
Q2
$196K Hold
2023
Q1
$164K Sell
2022
Q4
$182K Hold
2022
Q3
$165K Buy