Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16K Hold
2025
Q2
$16.1K Hold
2025
Q1
$18K Hold
2024
Q4
$16.2K Hold
2024
Q3
$15.6K Hold
2024
Q2
$13.2K Sell
2024
Q1
$16.4K Sell
2023
Q4
$115K Hold
2023
Q3
$128K Hold
2023
Q2
$136K Buy
2023
Q1
$123K Sell
2022
Q4
$132K Hold
2022
Q3
$118K Hold
2022
Q2
$119K Hold
2022
Q1
$143K Buy