Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$91.7K Sell
2025
Q2
$110K Hold
2025
Q1
$83.6K Hold
2024
Q4
$77.5K Hold
2024
Q3
$95.3K Hold
2024
Q2
$101K Hold
2024
Q1
$85.9K Hold
2023
Q4
$71.5K Hold
2023
Q3
$56.4K Hold
2023
Q2
$59.7K Hold
2023
Q1
$49.1K Hold
2022
Q4
$46.4K Hold
2022
Q3
$37K Hold
2022
Q2
$39K Hold
2022
Q1
$45K Hold
2021
Q4
$53K Sell
2021
Q3
$44K Hold
2021
Q2
$43K Hold
2021
Q1
$44K Buy