Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$83.9K Buy
2025
Q1
$99.4K Sell
2024
Q4
$108K Buy
2024
Q3
$145K Sell
2024
Q2
$220K Buy
2024
Q1
$115K Hold
2023
Q4
$129K Hold
2023
Q3
$83.4K Hold
2023
Q2
$43.8K Hold
2023
Q1
$41.6K Sell
2022
Q4
$53K Buy
2022
Q3
$45K Hold
2022
Q2
$40K Hold
2022
Q1
$31K Hold
2021
Q4
$32K Sell
2021
Q3
$38K Hold
2021
Q2
$38K Sell
2021
Q1
$37K Buy