Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$23.9K Sell
2025
Q1
$25K Buy
2024
Q4
$15.9K Hold
2024
Q3
$15K Sell
2024
Q2
$17.4K Sell
2024
Q1
$23.6K Buy
2023
Q4
$20.3K Buy
2023
Q3
$11.3K Sell
2023
Q2
$14.9K Sell
2023
Q1
$40.9K Hold
2022
Q4
$29.7K Buy
2022
Q3
$24K Hold
2022
Q2
$24K Buy
2021
Q4
$41K Sell
2021
Q3
$38K Sell
2021
Q2
$41K Hold
2021
Q1
$40K Buy