Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Buy
2025
Q2
$98.6K Sell
2025
Q1
$99.9K Buy
2024
Q4
$77.3K Buy
2024
Q3
$61.4K Hold
2024
Q2
$54K Hold
2024
Q1
$54.5K Sell
2023
Q4
$61.5K Hold
2023
Q3
$53.6K Sell
2023
Q2
$65.1K Buy
2023
Q1
$51.9K Buy
2022
Q4
$33K Sell
2022
Q3
$40K Hold
2022
Q2
$51K Buy