Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$48.1K Hold
2025
Q2
$51.8K Hold
2025
Q1
$50.7K Buy
2024
Q4
Sell
2024
Q3
$43.7K Hold
2024
Q2
$37.8K Buy
2024
Q1
Sell
2023
Q4
$34.2K Hold
2023
Q3
$37.4K Hold
2023
Q2
$41.6K Hold
2023
Q1
$49.1K Hold
2022
Q4
$46.4K Hold
2022
Q3
$42K Hold
2022
Q2
$45K Hold
2022
Q1
$55K Hold
2021
Q4
$57K Hold
2021
Q3
$55K Hold
2021
Q2
$53K Hold
2021
Q1
$40K Hold
2020
Q4
$39K Buy