Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$33.5K Sell
2025
Q2
$22.6K Buy
2025
Q1
$22.7K Hold
2024
Q4
$20.1K Sell
2024
Q3
$38.6K Hold
2024
Q2
$38.6K Buy
2024
Q1
$55.1K Buy
2023
Q4
$50.3K Hold
2023
Q3
$35.5K Hold
2023
Q2
$33.4K Hold
2023
Q1
$32.7K Sell
2022
Q4
$58.1K Buy
2022
Q3
$26K Hold
2022
Q2
$37K Sell
2022
Q1
$297K Hold
2021
Q4
$309K Sell
2021
Q3
$375K Buy
2021
Q2
$338K Hold
2021
Q1
$386K Sell
2020
Q4
$349K Hold
2020
Q3
$362K Hold
2020
Q2
$419K Sell
2020
Q1
$552K Sell
2019
Q4
$616K Buy