Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$83.9K Buy
2025
Q2
$36K Hold
2025
Q1
$18K Hold
2024
Q4
$21K Hold
2024
Q3
$16K Hold
2024
Q2
$9K Hold
2024
Q1
$8K Hold
2023
Q4
$10K Hold
2023
Q3
$12K Hold
2023
Q2
$15K Hold
2023
Q1
$13K Hold
2022
Q4
$12K Sell
2022
Q3
$14K Hold
2022
Q2
$30K Sell
2022
Q1
$56K Buy