Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$40.5K Buy
2025
Q1
Sell
2024
Q4
$21.2K Hold
2024
Q3
$27.9K Sell
2024
Q2
$31.1K Buy
2024
Q1
$35.1K Buy
2023
Q4
$32.7K Hold
2023
Q3
$30.2K Sell
2023
Q2
$53.5K Hold
2023
Q1
$47.5K Buy
2022
Q4
$30.2K Sell
2022
Q3
$35K Sell
2022
Q2
$34K Hold
2022
Q1
$44K Sell
2021
Q4
$49K Hold
2021
Q3
$48K Buy
2017
Q2
Sell
2017
Q1
$170K Buy
2016
Q4
$98K Buy
2016
Q3
$119K Buy