Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$89K Sell
2025
Q2
$99.7K Buy
2025
Q1
$72K Sell
2024
Q4
$97.6K Buy
2024
Q3
$60.1K Buy
2024
Q2
$31.1K Buy
2024
Q1
$30.8K Sell
2023
Q4
$26.4K Buy
2023
Q3
Sell
2023
Q2
$8.84K Buy
2023
Q1
$4.35K Buy
2022
Q4
$1.63K Buy
2022
Q3
$1K Sell
2022
Q2
$2K Hold
2022
Q1
$3K Buy
2021
Q4
$2K Buy
2021
Q2
Sell
2021
Q1
$1K Buy