Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$52.2K Sell
2025
Q2
$68.7K Sell
2025
Q1
$87.2K Sell
2024
Q4
$97.6K Buy
2024
Q3
$74.3K Buy
2024
Q2
$59K Buy
2024
Q1
$57.2K Sell
2023
Q4
$56.7K Buy
2023
Q3
Sell
2023
Q2
$23.8K Sell
2023
Q1
$58.6K Buy
2022
Q4
$23.7K Sell
2022
Q3
$29K Buy
2022
Q2
$27K Hold
2022
Q1
$34K Hold
2021
Q4
$28K Buy
2021
Q3
Sell
2021
Q2
$27K Hold
2021
Q1
$24K Buy