Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Buy
2025
Q2
$157K Buy
2025
Q1
$76K Hold
2024
Q4
$72.2K Hold
2024
Q3
$61.6K Hold
2024
Q2
$57K Hold
2024
Q1
$52.1K Sell
2023
Q4
$48.8K Sell
2023
Q3
$53.2K Sell
2023
Q2
$66.3K Buy
2023
Q1
$59K Hold
2022
Q4
$54K Hold
2022
Q3
$47K Hold
2022
Q2
$57.5K Sell
2022
Q1
$70.3K Sell
2021
Q4
$84.2K Hold
2021
Q3
$96.1K Hold
2021
Q2
$89.4K Buy
2021
Q1
$80.4K Buy
2020
Q4
$67.6K Sell
2020
Q3
$57.9K Sell
2020
Q2
$60.9K Hold
2020
Q1
$46.9K Sell
2019
Q4
$63.4K Buy