Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$43K Hold
2025
Q2
$44K Hold
2025
Q1
$43K Buy
2024
Q4
$11K Sell
2024
Q3
$29K Sell
2024
Q2
$95K Sell
2024
Q1
$116K Sell
2023
Q4
$148K Buy
2023
Q3
$99K Buy
2023
Q2
$80K Buy
2023
Q1
Sell
2022
Q4
$135K Buy
2020
Q3
$287K Sell
2020
Q2
$307K Sell
2020
Q1
$384K Sell
2019
Q4
$598K Buy