Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$55.8K Sell
2025
Q2
$57.7K Hold
2025
Q1
$58.2K Sell
2024
Q4
$63.5K Hold
2024
Q3
$80.7K Sell
2024
Q2
$108K Buy
2024
Q1
$23.8K Hold
2023
Q4
$28.2K Buy
2023
Q3
$21K Hold
2023
Q2
$22K Sell
2023
Q1
$25.3K Sell
2022
Q4
$29.4K Sell
2022
Q3
$24K Buy
2022
Q2
$28K Buy
2022
Q1
$3K Hold
2021
Q4
$2K Hold
2021
Q3
$2K Buy
2020
Q2
Sell
2020
Q1
$7K Buy