Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$33.8K Buy
2024
Q3
$32.7K Sell
2024
Q2
$38.5K Hold
2024
Q1
$42.9K Hold
2023
Q4
$37.1K Hold
2023
Q3
$36.3K Hold
2023
Q2
$35.6K Buy
2023
Q1
$32K Hold
2022
Q4
$32K Buy
2022
Q3
$24K Buy
2021
Q4
Sell
2021
Q3
$2K Hold
2021
Q2
$3K Hold
2021
Q1
$2K Buy