Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$80.8K Sell
2025
Q2
$94.3K Sell
2025
Q1
$133K Buy
2024
Q4
$100K Sell
2024
Q3
$126K Buy
2024
Q2
$111K Hold
2024
Q1
$132K Hold
2023
Q4
$127K Sell
2023
Q3
$114K Hold
2023
Q2
$127K Buy
2023
Q1
$7.11K Buy
2022
Q3
Sell
2022
Q2
$8K Buy
2021
Q4
Sell
2021
Q3
$2K Hold
2021
Q2
$2K Hold
2021
Q1
$2K Hold
2020
Q4
$2K Buy