Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$63.6K Sell
2025
Q2
$63.3K Buy
2025
Q1
$55.4K Sell
2024
Q4
$58.2K Sell
2024
Q3
$115K Buy
2024
Q2
$97.4K Hold
2024
Q1
$103K Hold
2023
Q4
$91.2K Sell
2023
Q3
$191K Buy
2023
Q2
$38.1K Hold
2023
Q1
$35.5K Hold
2022
Q4
$32.6K Hold
2022
Q3
$27K Hold
2022
Q2
$29K Sell
2022
Q1
$57K Hold
2021
Q4
$62K Buy