Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$80.1K Hold
2025
Q2
$88.7K Hold
2025
Q1
$77.9K Sell
2024
Q4
$110K Buy
2024
Q3
$94.1K Sell
2024
Q2
$74.3K Sell
2024
Q1
$99K Hold
2023
Q4
$91K Sell
2023
Q3
$95K Sell
2023
Q2
$110K Hold
2023
Q1
$125K Buy
2022
Q4
$110K Sell
2022
Q3
$151K Sell
2022
Q2
$127K Buy
2022
Q1
$131K Buy
2021
Q4
$129K Buy