Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$59.6K Hold
2025
Q2
$66.8K Hold
2025
Q1
$59.9K Sell
2024
Q4
$125K Sell
2024
Q3
$228K Hold
2024
Q2
$226K Buy
2024
Q1
$253K Buy
2023
Q4
$225K Hold
2023
Q3
$199K Hold
2023
Q2
$181K Buy
2023
Q1
$78.5K Buy
2022
Q4
$52.7K Hold
2022
Q3
$46K Hold
2022
Q2
$46K Buy
2021
Q4
Sell
2021
Q3
$1K Buy