Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$54.9K Hold
2024
Q4
$56.1K Hold
2024
Q3
$56.1K Hold
2024
Q2
$63K Hold
2024
Q1
$63K Hold
2023
Q4
$59.5K Hold
2023
Q3
$63.2K Sell
2023
Q2
$60.5K Hold
2023
Q1
$58.9K Hold
2022
Q4
$63.1K Hold
2022
Q3
$49K Hold
2022
Q2
$47K Hold
2022
Q1
$48K Buy
2021
Q4
$19K Buy
2017
Q3
Sell
2017
Q2
$54K Buy