Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
2024
Q3
$12.5K Sell
2024
Q2
$30.3K Buy
2023
Q3
$34.3K Hold
2023
Q2
$32.2K Buy
2023
Q1
Sell
2022
Q4
$125K Buy
2022
Q3
Sell
2022
Q2
$46K Buy
2022
Q1
Sell
2021
Q4
$222K Buy
2021
Q3
$103K Buy