Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.73K Sell
2025
Q2
$152K Hold
2025
Q1
$116K Hold
2024
Q4
$141K Hold
2024
Q3
$141K Hold
2024
Q2
$142K Buy
2024
Q1
$116K Hold
2023
Q4
$91.1K Hold
2023
Q3
$85.3K Hold
2023
Q2
$80.4K Hold
2023
Q1
$70K Hold
2022
Q4
$65K Hold
2022
Q3
$53K Hold
2022
Q2
$50K Hold
2022
Q1
$61K Hold
2021
Q4
$69K Hold
2021
Q3
$60K Hold
2021
Q2
$59K Buy