Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.8K | Hold |
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|
2025
Q2 | $31.5K | Sell |
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|
2025
Q1 | $38.2K | Hold |
|
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|
2024
Q4 | $30.7K | Hold |
|
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|
2024
Q3 | $29.7K | Sell |
|
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|
2024
Q2 | $26.7K | Hold |
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|
2024
Q1 | $24.9K | Hold |
|
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|
2023
Q4 | $24.3K | Sell |
|
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|
2023
Q3 | $35.7K | Sell |
|
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|
2023
Q2 | $57.4K | Hold |
|
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|
2023
Q1 | $68K | Hold |
|
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|
2022
Q4 | $69K | Sell |
|
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|
2022
Q3 | $56K | Hold |
|
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|
2022
Q2 | $78K | Sell |
|
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|
2022
Q1 | $92K | Sell |
|
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|
2021
Q4 | $103K | Hold |
|
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|
2021
Q3 | $113K | Hold |
|
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $91K | Buy |
|