Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$66.2K Buy
2025
Q1
$70.7K Buy
2024
Q4
$150K Buy
2024
Q3
$171K Buy
2024
Q2
$155K Buy
2024
Q1
$102K Sell
2023
Q4
$65.5K Buy
2023
Q3
$62.2K Hold
2023
Q2
$94.2K Buy
2023
Q1
$52.2K Buy
2022
Q4
$50.2K Buy
2022
Q3
$48K Buy
2022
Q2
$30K Buy
2022
Q1
$19K Sell
2021
Q4
$18K Buy
2021
Q3
$19K Sell
2021
Q2
$23K Buy