Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.5K Sell
2025
Q1
$115K Sell
2024
Q4
$109K Sell
2024
Q3
$108K Hold
2024
Q2
$95.4K Sell
2024
Q1
$94.2K Sell
2023
Q4
$76.6K Hold
2023
Q3
$64.1K Hold
2023
Q2
$67.8K Sell
2023
Q1
$63.8K Hold
2022
Q4
$52K Buy
2022
Q3
$33K Hold
2022
Q2
$37K Hold
2022
Q1
$45K Buy