Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
2025
Q1
$132K Buy
2024
Q4
$20.8K Hold
2024
Q3
$25.6K Hold
2024
Q2
$27.2K Sell
2024
Q1
$36.3K Buy
2023
Q4
$25K Hold
2023
Q3
$19.7K Hold
2023
Q2
$20.9K Hold
2023
Q1
$17.2K Hold
2022
Q4
$16.2K Buy
2022
Q3
$7K Hold
2022
Q2
$7K Hold
2022
Q1
$8K Hold
2021
Q4
$10K Hold
2021
Q3
$8K Buy