Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$49K Buy
2024
Q4
$90K Buy
2024
Q3
$63K Buy
2024
Q2
$36K Hold
2024
Q1
$42K Hold
2023
Q4
$41K Hold
2023
Q3
$38K Sell
2023
Q2
$107K Sell
2023
Q1
$141K Hold
2022
Q4
$132K Hold
2022
Q3
$132K Hold
2022
Q2
$139K Buy
2022
Q1
$79K Hold
2021
Q4
$119K Hold
2021
Q3
$97K Buy