Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
2025
Q1
$15.4K Hold
2024
Q4
$15.5K Hold
2024
Q3
$16.1K Sell
2024
Q2
$14.7K Hold
2024
Q1
$17.4K Hold
2023
Q4
$16.1K Sell
2023
Q3
$13.8K Hold
2023
Q2
$16.4K Sell
2023
Q1
$13.9K Buy
2022
Q4
$12.5K Sell
2022
Q3
$11K Buy
2022
Q2
$7K Sell
2022
Q1
$11K Buy
2021
Q4
$3K Buy
2018
Q2
Sell
2018
Q1
$5K Hold
2017
Q4
$5K Buy