Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$46.4K Sell
2024
Q4
$67.5K Sell
2024
Q3
$91.6K Buy
2024
Q2
$85.8K Sell
2024
Q1
$95.7K Buy
2023
Q4
$86.5K Buy
2023
Q3
$82.7K Buy
2023
Q2
$72.7K Sell
2023
Q1
$67.4K Hold
2022
Q4
$62.1K Sell
2022
Q3
$52K Sell
2022
Q2
$87K Hold
2022
Q1
$104K Hold
2021
Q4
$112K Buy
2021
Q3
$124K Buy
2020
Q1
Sell
2019
Q4
$36K Buy