Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$65K Sell
2025
Q2
$89K Sell
2025
Q1
$85K Sell
2024
Q4
$123K Buy
2024
Q3
$93K Buy
2024
Q2
$91K Buy
2024
Q1
$11K Sell
2023
Q4
$12K Buy
2023
Q3
$6K Hold
2023
Q2
$7K Sell
2023
Q1
$19K Sell
2022
Q4
$31K Sell
2022
Q3
$53K Buy
2022
Q2
$31K Sell
2022
Q1
$54K Buy
2021
Q4
$29K Buy