Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13K Buy
2025
Q2
$18K Sell
2025
Q1
$21K Hold
2024
Q4
$24K Sell
2024
Q3
$30K Sell
2024
Q2
$27K Buy
2024
Q1
$28K Buy
2023
Q4
$22K Sell
2023
Q3
$40K Buy
2023
Q2
$37K Buy
2023
Q1
$31K Buy
2022
Q4
$27K Sell
2022
Q3
$41K Sell
2022
Q2
$40K Sell
2022
Q1
$72K Buy
2021
Q4
$40K Buy