Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94.4K Hold
2025
Q2
$81.9K Hold
2025
Q1
$92.5K Sell
2024
Q4
$82.9K Hold
2024
Q3
$88K Sell
2024
Q2
$142K Buy
2024
Q1
$110K Sell
2023
Q4
$145K Buy
2023
Q3
$157K Buy
2023
Q2
$139K Buy
2023
Q1
$112K Sell
2022
Q4
$104K Buy
2022
Q3
$84K Hold
2022
Q2
$84K Buy