Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$141K Hold
2025
Q2
$125K Hold
2025
Q1
$69.3K Buy
2024
Q4
$85.5K Hold
2024
Q3
$79.4K Hold
2024
Q2
$81.8K Hold
2024
Q1
$72K Hold
2023
Q4
$71.7K Hold
2023
Q3
$65.9K Hold
2023
Q2
$52.1K Hold
2023
Q1
$43.5K Hold
2022
Q4
$37.7K Sell
2022
Q3
$47K Buy