Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$37.2K Sell
2024
Q4
$31.8K Hold
2024
Q3
$32.5K Buy
2024
Q2
$34.4K Hold
2024
Q1
$35.6K Buy
2023
Q4
Sell
2023
Q3
$35.6K Hold
2023
Q2
$31.7K Hold
2023
Q1
$30.8K Hold
2022
Q4
$33K Hold
2022
Q3
$25K Hold
2022
Q2
$25K Hold
2022
Q1
$25K Buy