Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$73.2K Hold
2025
Q2
$71.9K Sell
2025
Q1
$106K Sell
2024
Q4
$99K Hold
2024
Q3
$105K Hold
2024
Q2
$78.4K Sell
2024
Q1
$86.1K Sell
2023
Q4
$118K Sell
2023
Q3
$108K Sell
2023
Q2
$169K Sell
2023
Q1
$419K Sell
2022
Q4
$2.01M Sell
2022
Q3
$1.92M Sell
2022
Q2
$2.31M Sell
2022
Q1
$2.84M Sell
2021
Q4
$3.5M Sell
2021
Q3
$4.14M Hold
2021
Q2
$4.14M Buy