Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15K Buy
2025
Q1
$11K Hold
2024
Q4
$11.1K Sell
2024
Q3
$12.1K Buy
2024
Q2
$16.8K Sell
2024
Q1
$32.4K Buy
2023
Q4
$47.5K Buy
2023
Q3
$36.4K Buy
2023
Q2
$33.7K Buy
2023
Q1
$32.6K Buy
2022
Q4
$26K Sell
2022
Q3
$85K Buy
2022
Q2
$127K Sell
2022
Q1
$238K Hold
2021
Q4
$238K Buy
2021
Q3
$138K Buy