Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40.3K Hold
2025
Q2
$26.9K Hold
2025
Q1
$27.3K Buy
2024
Q4
$14.7K Sell
2024
Q3
$27.3K Sell
2024
Q2
$239K Sell
2024
Q1
$399K Sell
2023
Q4
$505K Buy
2023
Q3
$312K Hold
2023
Q2
$294K Sell
2023
Q1
$375K Sell
2022
Q4
$412K Sell
2022
Q3
$485K Sell
2022
Q2
$726K Sell
2022
Q1
$1.12M Sell
2021
Q4
$1.17M Sell
2021
Q3
$2.36M Hold
2021
Q2
$2.36M Buy