Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42.6K Sell
2025
Q1
$101K Sell
2024
Q4
$112K Sell
2024
Q3
$157K Sell
2024
Q2
$184K Buy
2024
Q1
$146K Hold
2023
Q4
$121K Hold
2023
Q3
$114K Sell
2023
Q2
$140K Hold
2023
Q1
$129K Buy
2022
Q4
$120K Buy