Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$76K Sell
2025
Q1
$63K Hold
2024
Q4
$53K Hold
2024
Q3
$48K Hold
2024
Q2
$42K Hold
2024
Q1
$43K Hold
2023
Q4
$47K Sell
2023
Q3
$44K Buy
2023
Q2
$45K Hold
2023
Q1
$45K Buy
2022
Q3
Sell
2022
Q2
$41K Hold
2022
Q1
$51K Hold
2021
Q4
$63K Hold
2021
Q3
$55K Hold
2021
Q2
$49K Hold
2021
Q1
$53K Hold
2020
Q4
$51K Buy