Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$500 Sell
2024
Q4
$153K Sell
2024
Q3
$255K Buy
2024
Q2
$4.79K Buy
2024
Q1
$4.11K Buy
2023
Q4
$2.46K Sell
2023
Q3
$42.5K Buy
2023
Q2
$54.3K Buy
2023
Q1
$48.9K Buy
2022
Q4
$36.5K Hold
2022
Q3
$35K Sell
2022
Q2
$41K Sell
2022
Q1
$52K Buy
2021
Q4
$96K Buy
2021
Q3
$86K Sell
2021
Q2
$99K Buy