Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$55K Sell
2025
Q2
$76.7K Hold
2025
Q1
$70.7K Hold
2024
Q4
$62.8K Hold
2024
Q3
$70.8K Buy
2024
Q2
$56.7K Hold
2024
Q1
$55.6K Hold
2023
Q4
$48.8K Hold
2023
Q3
$39K Hold
2023
Q2
$40.3K Buy
2023
Q1
$31K Hold
2022
Q4
$26K Hold
2022
Q3
$26K Hold
2022
Q2
$25K Hold
2022
Q1
$29K Hold
2021
Q4
$30K Hold
2021
Q3
$26K Hold
2021
Q2
$26K Buy
2021
Q1
$14K Buy