Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
2025
Q1
$129K Buy
2024
Q4
$144K Hold
2024
Q3
$182K Hold
2024
Q2
$218K Hold
2024
Q1
$203K Hold
2023
Q4
$243K Hold
2023
Q3
$242K Sell
2023
Q2
$1.38M Sell
2023
Q1
$1.7M Hold
2022
Q4
$1.69M Buy
2022
Q3
$1.58M Hold
2022
Q2
$1.21M Hold
2022
Q1
$1.25M Buy