Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Sell
2025
Q2
$117K Buy
2025
Q1
$68.9K Sell
2024
Q4
$64.1K Buy
2024
Q3
$43.9K Sell
2024
Q2
$44.8K Buy
2024
Q1
$38.1K Hold
2023
Q4
$33.7K Buy
2023
Q3
$7.45K Hold
2023
Q2
$7.62K Sell
2023
Q1
$17.1K Hold
2022
Q4
$15.7K Hold
2022
Q3
$13K Hold
2022
Q2
$14K Hold
2022
Q1
$15K Sell
2021
Q4
$27K Buy