Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$66.4K Sell
2025
Q2
$77.5K Buy
2025
Q1
$76.8K Sell
2024
Q4
$66.1K Buy
2024
Q3
$82.7K Sell
2024
Q2
$80.6K Sell
2024
Q1
$89.7K Sell
2023
Q4
$74.4K Hold
2023
Q3
$70.8K Buy
2023
Q2
$69.3K Buy
2023
Q1
$62.9K Buy
2022
Q4
$81.2K Hold
2022
Q3
$67.9K Buy
2022
Q2
$64.3K Buy
2022
Q1
$58.2K Buy
2021
Q4
$55.6K Buy