Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$46.4K Sell
2025
Q2
$44.4K Sell
2025
Q1
$98.8K Buy
2024
Q4
$101K Sell
2024
Q3
$172K Buy
2024
Q2
$181K Buy
2024
Q1
$120K Buy
2023
Q4
$96.5K Buy
2023
Q3
$31.8K Sell
2023
Q2
$37.5K Buy
2023
Q1
$15.8K Sell
2022
Q4
$24.1K Buy