Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
2025
Q1
$81.8K Hold
2024
Q4
$94.4K Hold
2024
Q3
$130K Hold
2024
Q2
$107K Sell
2024
Q1
$97.9K Hold
2023
Q4
$83K Hold
2023
Q3
$77.4K Hold
2023
Q2
$79.2K Hold
2023
Q1
$68.9K Hold
2022
Q4
$62.2K Sell
2022
Q3
$84K Hold
2022
Q2
$103K Hold
2022
Q1
$217K Buy
2021
Q4
$283K Hold
2021
Q3
$445K Sell
2021
Q2
$694K Buy