Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
2025
Q1
$55.6K Sell
2024
Q4
$97.1K Buy
2024
Q3
$20.8K Sell
2024
Q2
$118K Buy
2024
Q1
$46.1K Sell
2023
Q4
$32.2K Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold