Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$8.57K Hold
2025
Q1
$8.91K Sell
2024
Q4
$36.2K Sell
2024
Q3
$180K Hold
2024
Q2
$162K Hold
2024
Q1
$191K Hold
2023
Q4
$187K Hold
2023
Q3
$192K Hold
2023
Q2
$223K Buy
2022
Q4
$51K Buy
2022
Q3
$224K Hold
2022
Q2
$224K Hold
2022
Q1
$261K Hold
2021
Q4
$283K Hold
2021
Q3
$248K Sell
2021
Q2
$277K Hold
2021
Q1
$238K Sell
2020
Q4
$234K Hold
2020
Q3
$203K Sell
2020
Q2
$203K Buy