Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$86.6K Buy
2025
Q2
$77.7K Buy
2025
Q1
$75.8K Buy
2024
Q4
$74.8K Buy
2024
Q3
$76.2K Buy
2024
Q2
$69.6K Buy
2024
Q1
$79.1K Buy
2023
Q4
$71.2K Hold
2023
Q3
$64.3K Hold
2023
Q2
$72.2K Hold
2023
Q1
$75.1K Hold
2022
Q4
$74.4K Hold
2022
Q3
$69K Hold
2022
Q2
$82K Buy
2022
Q1
$14K Hold
2021
Q4
$14K Hold
2021
Q3
$14K Buy
2021
Q2
Sell
2021
Q1
$31K Buy