Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$22.8K Hold
2025
Q1
$23.2K Sell
2024
Q4
$25.5K Buy
2024
Q3
$23.5K Buy
2024
Q2
$18.4K Buy
2024
Q1
$20K Sell
2023
Q4
$21.9K Sell
2023
Q3
$21K Sell
2023
Q2
$19.6K Hold
2023
Q1
$20.3K Buy
2022
Q4
$17.7K Hold
2022
Q3
$18K Buy
2022
Q2
$16K Buy