Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$79K Sell
2024
Q4
$106K Buy
2024
Q3
$98.2K Buy
2024
Q2
$83.5K Sell
2024
Q1
$96.2K Buy
2023
Q4
$85.7K Buy
2023
Q3
$81.5K Buy
2023
Q2
$73.1K Buy
2023
Q1
$64.2K Buy
2022
Q4
$80.1K Hold
2022
Q3
$67K Buy
2022
Q2
$65K Buy
2022
Q1
$72K Hold
2021
Q4
$64K Hold
2021
Q3
$64K Buy
2020
Q1
Sell
2019
Q4
$177K Buy