Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45.1K Hold
2025
Q2
$44.7K Sell
2025
Q1
$68.5K Hold
2024
Q4
$57.3K Hold
2024
Q3
$70.9K Hold
2024
Q2
$67.3K Hold
2024
Q1
$60.2K Hold
2023
Q4
$59.3K Sell
2023
Q3
$75.3K Hold
2023
Q2
$62.2K Hold
2023
Q1
$64.9K Hold
2022
Q4
$80K Hold
2022
Q3
$63K Hold
2022
Q2
$68K Sell
2022
Q1
$85K Hold
2021
Q4
$79K Hold
2021
Q3
$74K Sell
2021
Q2
$90K Buy
2021
Q1
$87K Buy