Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$68.2K Sell
2025
Q2
$68.7K Hold
2025
Q1
$68.2K Sell
2024
Q4
$69.2K Buy
2024
Q3
$66.8K Sell
2024
Q2
$75.9K Buy
2024
Q1
$46K Sell
2023
Q4
$58.7K Buy
2023
Q3
$42.1K Buy
2023
Q2
$37K Hold
2023
Q1
$34.5K Sell
2022
Q4
$34.9K Buy
2022
Q3
$20K Sell
2022
Q2
$21K Sell
2022
Q1
$27K Hold
2021
Q4
$29K Hold
2021
Q3
$24K Buy