Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17K Sell
2025
Q2
$94K Buy
2025
Q1
$78K Buy
2024
Q4
$18K Sell
2024
Q3
$46K Sell
2024
Q2
$46K Buy
2024
Q1
$17K Hold
2023
Q4
$16K Hold
2023
Q3
$12K Hold
2023
Q2
$15K Sell
2023
Q1
$13K Hold
2022
Q4
$13K Sell
2022
Q3
$13K Sell
2022
Q2
$55K Sell
2022
Q1
$80K Buy
2021
Q4
$62K Buy