Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$50.3K Buy
2025
Q1
$57.5K Buy
2024
Q4
$44.7K Buy
2024
Q3
$45K Sell
2024
Q2
$49.4K Hold
2024
Q1
$51.1K Sell
2023
Q4
$59.5K Hold
2023
Q3
$63.2K Buy
2023
Q2
$55.2K Buy
2023
Q1
$53.3K Buy
2022
Q4
$46.1K Buy
2022
Q3
$34K Hold
2022
Q2
$34K Buy
2021
Q4
$32K Sell
2021
Q3
$45K Buy
2021
Q2
$49K Hold
2021
Q1
$40K Buy