Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$90.2K Sell
2025
Q2
$84.9K Hold
2025
Q1
$63.1K Sell
2024
Q4
$90.5K Hold
2024
Q3
$65.7K Sell
2024
Q2
$67.5K Sell
2024
Q1
$70.3K Sell
2023
Q4
$68.2K Hold
2023
Q3
$71.6K Hold
2023
Q2
$64.4K Buy
2023
Q1
$69.5K Sell
2022
Q4
$69.2K Buy