Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Hold
2025
Q1
$223K Hold
2024
Q4
$196K Buy
2024
Q3
$142K Buy
2024
Q2
$57.4K Sell
2024
Q1
$64.9K Buy
2023
Q4
$11.1K Sell
2023
Q3
$12.7K Sell
2023
Q2
$29.1K Sell
2023
Q1
$35.3K Buy
2022
Q4
$34K Buy
2022
Q3
$28K Sell
2022
Q2
$40K Buy
2022
Q1
$43K Buy
2021
Q4
$23K Buy
2021
Q3
$12K Hold
2021
Q2
$14K Hold
2021
Q1
$14K Hold
2020
Q4
$12K Buy