Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4K Hold
2025
Q2
$1K Sell
2025
Q1
$1K Hold
2024
Q4
$2K Hold
2024
Q3
$1K Sell
2024
Q2
$9K Hold
2024
Q1
$18K Hold
2023
Q4
$33K Hold
2023
Q3
$36K Hold
2023
Q2
$48K Hold
2023
Q1
$48K Hold
2022
Q4
$75K Hold
2022
Q3
$112K Hold
2022
Q2
$60K Hold
2022
Q1
$95K Hold
2021
Q4
$160K Buy