Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$68.2K Sell
2025
Q1
$93K Sell
2024
Q4
$128K Sell
2024
Q3
$192K Hold
2024
Q2
$166K Sell
2024
Q1
$240K Hold
2023
Q4
$281K Sell
2023
Q3
$251K Hold
2023
Q2
$290K Hold
2023
Q1
$322K Buy
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$350K Buy
2021
Q4
Hold