Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$64.5K Sell
2025
Q2
$100K Hold
2025
Q1
$112K Hold
2024
Q4
$101K Hold
2024
Q3
$97.2K Hold
2024
Q2
$82.5K Buy
2024
Q1
$13.7K Hold
2023
Q4
$11.9K Hold
2023
Q3
$13.3K Sell
2023
Q2
$398K Sell
2023
Q1
$369K Hold
2022
Q4
$351K Sell
2022
Q3
$316K Hold
2022
Q2
$318K Buy
2022
Q1
$378K Buy
2021
Q4
$283K Sell
2021
Q3
$325K Hold
2021
Q2
$272K Hold
2021
Q1
$262K Hold
2020
Q4
$241K Hold
2020
Q3
$235K Buy
2020
Q2
$212K Buy
2020
Q1
$181K Buy