Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$64K Hold
2025
Q2
$63K Sell
2025
Q1
$162K Sell
2024
Q4
$181K Buy
2024
Q3
$164K Buy
2024
Q2
$144K Buy
2024
Q1
$130K Buy
2023
Q4
$77K Buy
2023
Q3
$30K Buy
2023
Q2
$31K Sell
2023
Q1
$30K Sell
2022
Q4
$27K Sell
2022
Q3
$47K Buy
2022
Q2
$26K Sell
2022
Q1
$44K Buy
2021
Q4
$44K Buy