Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$27.7K Hold
2024
Q4
$21.5K Sell
2024
Q3
$41.9K Sell
2024
Q2
$68K Buy
2024
Q1
$70.1K Buy
2023
Q4
$34K Sell
2023
Q3
$45.8K Buy
2023
Q2
$36.2K Sell
2023
Q1
$40K Buy
2022
Q4
$34K Hold
2022
Q3
$29K Buy
2022
Q2
$33K Hold
2022
Q1
$34K Hold
2021
Q4
$25K Buy
2021
Q3
$2K Hold
2021
Q2
$2K Sell
2021
Q1
$3K Buy
2020
Q4
$1K Buy