Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45K Sell
2025
Q1
$78.4K Buy
2024
Q4
$17.6K Buy
2024
Q3
$20K Buy
2024
Q2
$4.08K Buy
2024
Q1
$1.92K Buy
2023
Q4
Sell
2023
Q3
$13.1K Hold
2023
Q2
$16.8K Hold
2023
Q1
$14.5K Hold
2022
Q4
$12K Hold
2022
Q3
$11K Hold
2022
Q2
$11K Hold
2022
Q1
$13K Sell
2021
Q4
$56K Buy