Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$66.5K Buy
2024
Q4
$52.9K Sell
2024
Q3
$85.4K Buy
2024
Q2
$90.2K Hold
2024
Q1
$124K Buy
2023
Q4
$92.9K Hold
2023
Q3
$65.3K Hold
2023
Q2
$59.5K Hold
2023
Q1
$57.5K Sell
2022
Q4
$69.4K Sell
2022
Q3
$84K Buy
2022
Q2
$69K Buy
2022
Q1
$196K Buy
2021
Q4
$201K Hold
2021
Q3
$252K Buy
2021
Q2
$260K Hold
2021
Q1
$271K Hold
2020
Q4
$211K Buy
2020
Q1
Sell
2019
Q4
$17K Buy