Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$12K Sell
2024
Q4
$13.2K Buy
2024
Q3
$11.6K Sell
2024
Q2
$21.6K Buy
2024
Q1
$19.6K Buy
2023
Q4
$16.8K Sell
2023
Q3
$17.7K Buy
2023
Q2
$13.1K Buy
2023
Q1
$9.65K Sell
2022
Q4
$7.06K Sell
2022
Q3
$14K Buy
2022
Q2
$9K Buy
2022
Q1
$2K Sell
2021
Q4
$10K Sell
2021
Q3
$20K Buy
2021
Q2
$12K Hold
2021
Q1
$13K Sell
2020
Q4
$21K Buy
2020
Q3
$16K Buy