Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77.4K Sell
2025
Q2
$66.4K Sell
2025
Q1
$64.5K Hold
2024
Q4
$59K Hold
2024
Q3
$62K Buy
2024
Q2
$18.8K Sell
2024
Q1
$94.1K Buy
2023
Q4
$50.2K Sell
2023
Q3
$111K Sell
2023
Q2
$121K Buy
2023
Q1
$92.2K Sell
2022
Q4
$113K Buy
2022
Q3
Sell
2022
Q2
$129K Sell
2022
Q1
$185K Hold
2021
Q4
$215K Buy
2021
Q3
$198K Sell
2021
Q2
$227K Sell
2021
Q1
$226K Sell
2020
Q4
$210K Buy