Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$59.5K Sell
2025
Q2
$77.1K Hold
2025
Q1
$86K Hold
2024
Q4
$71.9K Buy
2024
Q3
$40.6K Hold
2024
Q2
$39.4K Hold
2024
Q1
$35.8K Hold
2023
Q4
$36.3K Hold
2023
Q3
$33.9K Hold
2023
Q2
$28K Hold
2023
Q1
$31.9K Buy