Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$65.5K Sell
2025
Q1
$93.6K Buy
2024
Q4
$86.9K Hold
2024
Q3
$95.4K Hold
2024
Q2
$93.1K Hold
2024
Q1
$80.5K Sell
2023
Q4
$83K Hold
2023
Q3
$71K Hold
2023
Q2
$84.7K Hold
2023
Q1
$81K Hold
2022
Q4
$74.2K Hold
2022
Q3
$69K Hold
2022
Q2
$90K Hold
2022
Q1
$99K Hold
2021
Q4
$103K Hold
2021
Q3
$75K Hold
2021
Q2
$83K Hold
2021
Q1
$87K Hold
2020
Q4
$67K Buy