Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71.3K Hold
2025
Q2
$70.4K Sell
2025
Q1
$71.7K Sell
2024
Q4
$81.2K Buy
2024
Q3
$73.4K Sell
2024
Q2
$89.5K Hold
2024
Q1
$94.7K Hold
2023
Q4
$83.8K Hold
2023
Q3
$76K Buy
2023
Q2
$58.7K Buy
2023
Q1
Sell
2022
Q4
$49K Sell
2022
Q3
$86K Hold
2022
Q2
$92K Hold
2022
Q1
$102K Buy