Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18K Sell
2025
Q2
$20.3K Sell
2025
Q1
$53.3K Sell
2024
Q4
$61.3K Sell
2024
Q3
$83.2K Sell
2024
Q2
$93.6K Buy
2024
Q1
$90.7K Buy
2023
Q4
$107K Sell
2023
Q3
$143K Buy
2023
Q2
$149K Hold
2023
Q1
$158K Buy
2022
Q4
Sell
2022
Q3
$120K Buy
2022
Q2
$127K Buy
2022
Q1
$96K Buy
2021
Q4
$41K Hold
2021
Q3
$36K Hold
2021
Q2
$49K Hold
2021
Q1
$46K Buy