Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$30K Sell
2025
Q2
$33K Sell
2025
Q1
$35K Hold
2024
Q4
$41K Hold
2024
Q3
$38K Sell
2024
Q2
$54K Sell
2024
Q1
$86K Buy
2023
Q4
$82K Buy
2023
Q3
$62K Buy
2023
Q2
$49K Buy
2023
Q1
$29K Sell
2022
Q4
$27K Sell
2022
Q3
$25K Sell
2022
Q2
$161K Buy
2022
Q1
$128K Buy
2021
Q4
$36K Buy