Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$99.6K Buy
2025
Q1
$29.4K Sell
2024
Q4
$35.9K Hold
2024
Q3
$32.3K Hold
2024
Q2
$28.8K Hold
2024
Q1
$30.2K Hold
2023
Q4
$30.6K Hold
2023
Q3
$32.6K Hold
2023
Q2
$31.4K Hold
2023
Q1
$31.7K Hold
2022
Q4
$28.9K Sell
2022
Q3
$101K Hold
2022
Q2
$108K Hold
2022
Q1
$141K Hold
2021
Q4
$161K Hold
2021
Q3
$138K Buy
2021
Q2
$127K Hold
2021
Q1
$124K Buy
2020
Q4
Sell
2020
Q3
$80K Hold
2020
Q2
$95K Hold
2020
Q1
$80K Buy
2019
Q4
$92K Buy