Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25K Hold
2025
Q2
$23.5K Sell
2025
Q1
$32.6K Buy
2024
Q4
$23.2K Sell
2024
Q3
$27.4K Hold
2024
Q2
$25.1K Sell
2024
Q1
$39.1K Sell
2023
Q4
$106K Sell
2023
Q3
$106K Buy
2023
Q2
$113K Buy
2023
Q1
$114K Sell
2022
Q4
$120K Buy