Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$75.3K Hold
2025
Q2
$76.7K Hold
2025
Q1
$68.6K Hold
2024
Q4
$81.7K Sell
2024
Q3
$184K Buy
2024
Q2
$140K Sell
2024
Q1
$184K Sell
2023
Q4
$251K Hold
2023
Q3
$230K Buy
2023
Q2
$230K Buy
2023
Q1
$141K Hold
2022
Q4
$129K Hold
2022
Q3
$92K Sell
2022
Q2
$226K Hold
2022
Q1
$297K Buy
2021
Q4
$205K Sell
2021
Q3
$285K Buy
2021
Q2
Sell
2021
Q1
$718K Buy
2020
Q4
$764K Buy