Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$61.9K Sell
2025
Q1
$60.2K Buy
2024
Q4
$63.3K Hold
2024
Q3
$51.3K Sell
2024
Q2
$49.6K Buy
2024
Q1
$29K Sell
2023
Q4
$87.3K Sell
2023
Q3
$130K Buy
2023
Q2
$138K Buy
2023
Q1
$57.6K Sell
2022
Q4
$71.7K Buy
2022
Q3
$55K Buy
2022
Q2
$46K Buy
2022
Q1
$46K Hold
2021
Q4
$63K Hold
2021
Q3
$58K Buy