Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$437 Buy
2024
Q4
Sell
2024
Q3
$13.6K Hold
2024
Q2
$23K Sell
2024
Q1
$29.1K Buy
2023
Q3
Sell
2023
Q2
$4.75K Sell
2023
Q1
$25.4K Sell
2022
Q4
$31.8K Sell
2022
Q3
$30K Buy
2022
Q2
$26K Buy
2021
Q4
Sell
2021
Q3
$2K Hold
2021
Q2
$2K Hold
2021
Q1
$1K Hold
2020
Q4
$1K Sell
2020
Q3
$3K Buy