Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$107K Buy
2024
Q4
$72.2K Sell
2024
Q3
$80K Hold
2024
Q2
$69.5K Sell
2024
Q1
$69.9K Hold
2023
Q4
$56.8K Buy
2023
Q3
$46.8K Hold
2023
Q2
$76.7K Hold
2023
Q1
$61.4K Hold
2022
Q4
$55.5K Hold
2022
Q3
$41K Hold
2022
Q2
$47K Hold
2022
Q1
$57K Buy
2021
Q4
$7K Hold
2021
Q3
$6K Buy
2020
Q2
Sell
2020
Q1
$20K Buy