Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$56K Hold
2025
Q2
$55.2K Buy
2025
Q1
$27.2K Hold
2024
Q4
$24K Hold
2024
Q3
$26.9K Hold
2024
Q2
$24.7K Hold
2024
Q1
$24K Hold
2023
Q4
$23K Hold
2023
Q3
$19.4K Sell
2023
Q2
$28.4K Hold
2023
Q1
$29.6K Hold
2022
Q4
$30K Sell
2022
Q3
$41K Buy
2022
Q2
$38K Hold
2022
Q1
$39K Hold
2021
Q4
$40K Hold
2021
Q3
$42K Hold
2021
Q2
$42K Sell
2021
Q1
$80K Buy