Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$39.7K Sell
2024
Q4
$48.3K Hold
2024
Q3
$74K Hold
2024
Q2
$46.1K Hold
2024
Q1
$49.9K Buy
2023
Q4
$91.4K Hold
2023
Q3
$91.1K Hold
2023
Q2
$97.7K Buy
2023
Q1
$103K Hold
2022
Q4
$95.3K Buy
2022
Q3
$142K Hold
2022
Q2
$195K Buy
2022
Q1
$178K Buy
2021
Q4
$265K Sell
2021
Q3
$306K Buy
2021
Q2
$429K Hold
2021
Q1
$314K Buy
2020
Q4
$388K Buy
2020
Q1
Sell
2019
Q4
$2K Buy