Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$35.4K Sell
2025
Q1
$58.8K Sell
2024
Q4
$60.5K Buy
2024
Q3
$59.5K Buy
2024
Q2
$65K Buy
2024
Q1
$52.9K Hold
2023
Q4
$51.9K Buy
2023
Q3
$31.1K Hold
2023
Q2
$29.1K Buy
2023
Q1
$27.7K Buy
2022
Q4
$21.3K Hold
2022
Q3
$21K Hold
2022
Q2
$22K Hold
2022
Q1
$24K Buy