Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$150K Buy
2025
Q1
$82.7K Buy
2024
Q4
$67K Buy
2024
Q3
$46.7K Buy
2024
Q2
$27.7K Sell
2024
Q1
$26K Sell
2023
Q4
$23.7K Sell
2023
Q3
$29.1K Buy
2023
Q2
$38.9K Hold
2023
Q1
$31.2K Hold
2022
Q4
$28K Hold
2022
Q3
$21K Hold
2022
Q2
$24K Sell
2022
Q1
$29K Hold
2021
Q4
$30K Buy