Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
2025
Q1
$224K Buy
2024
Q4
$138K Sell
2024
Q3
$118K Buy
2024
Q2
$38K Buy
2024
Q1
$24K Buy
2023
Q4
Sell
2023
Q3
$5.1K Hold
2023
Q2
$5.3K Hold
2023
Q1
$4.41K Hold
2022
Q4
$3K Sell
2022
Q3
$10K Buy
2022
Q2
$7K Hold
2022
Q1
$11K Sell
2021
Q4
$26K Buy