Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$112K Hold
2025
Q1
$112K Hold
2024
Q4
$93.6K Sell
2024
Q3
$119K Buy
2024
Q2
$112K Hold
2024
Q1
$123K Hold
2023
Q4
$102K Buy
2023
Q3
$54.1K Buy
2023
Q2
$42.1K Hold
2023
Q1
$38.3K Hold
2022
Q4
$49.7K Buy
2021
Q3
Sell
2021
Q2
$356K Hold
2021
Q1
$363K Hold
2020
Q4
$312K Sell
2020
Q3
$339K Sell
2020
Q2
$563K Sell
2020
Q1
$620K Buy