Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$117K Hold
2025
Q2
$65.1K Hold
2025
Q1
$48.3K Hold
2024
Q4
$67.8K Hold
2024
Q3
$49.3K Hold
2024
Q2
$38.5K Hold
2024
Q1
$40K Hold
2023
Q4
$36K Hold
2023
Q3
$38K Hold
2023
Q2
$34K Hold
2023
Q1
$42K Hold
2022
Q4
$41K Hold
2022
Q3
$32K Hold
2022
Q2
$37K Hold
2022
Q1
$49K Hold
2021
Q4
$62K Buy