Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16K Hold
2025
Q2
$15K Hold
2025
Q1
$18K Hold
2024
Q4
$31K Sell
2024
Q3
$36K Hold
2024
Q2
$26K Hold
2024
Q1
$37K Hold
2023
Q4
$31K Hold
2023
Q3
$28K Hold
2023
Q2
$35K Hold
2023
Q1
$26K Hold
2022
Q4
$29K Hold
2022
Q3
$26K Hold
2022
Q2
$23K Hold
2022
Q1
$35K Buy
2021
Q4
$24K Buy
2021
Q3
$18K Buy