Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$35.2K Buy
2025
Q1
Sell
2024
Q4
$41.3K Hold
2024
Q3
$45.2K Buy
2024
Q2
Sell
2024
Q1
$55.2K Hold
2023
Q4
$57.4K Sell
2023
Q3
$180K Hold
2023
Q2
$138K Hold
2023
Q1
$160K Hold
2022
Q4
$180K Hold
2022
Q3
$140K Hold
2022
Q2
$146K Hold
2022
Q1
$169K Hold
2021
Q4
$116K Hold
2021
Q3
$113K Sell
2021
Q2
$147K Hold
2021
Q1
$131K Hold
2020
Q4
$131K Buy