Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$54.8K Hold
2024
Q4
$53.1K Hold
2024
Q3
$68.4K Hold
2024
Q2
$71.9K Hold
2024
Q1
$90K Hold
2023
Q4
$79.2K Hold
2023
Q3
$71.1K Hold
2023
Q2
$74.6K Hold
2023
Q1
$70.3K Sell
2022
Q4
$84.6K Buy
2022
Q3
$69K Hold
2022
Q2
$67K Buy
2022
Q1
$95K Hold
2021
Q4
$73K Sell
2021
Q3
$93K Buy
2020
Q1
Sell
2019
Q4
$72K Buy