Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$28.7K Sell
2025
Q2
$28K Hold
2025
Q1
$26K Hold
2024
Q4
$25.2K Hold
2024
Q3
$32.5K Buy
2024
Q2
$33.5K Hold
2024
Q1
$42K Hold
2023
Q4
$36.9K Hold
2023
Q3
$33.1K Hold
2023
Q2
$34.8K Buy
2023
Q1
$24.1K Hold
2022
Q4
$16.7K Hold
2022
Q3
$17K Hold
2022
Q2
$16K Hold
2022
Q1
$23K Hold
2021
Q4
$18K Hold
2021
Q3
$15K Hold
2021
Q2
$16K Buy