Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40.3K Sell
2025
Q2
$44.7K Buy
2025
Q1
$49.1K Hold
2024
Q4
$47.1K Hold
2024
Q3
$49.2K Sell
2024
Q2
$45.2K Buy
2024
Q1
$40.6K Buy
2023
Q4
$40.9K Buy
2023
Q3
$38K Sell
2023
Q2
$47.5K Sell
2023
Q1
$48.8K Hold
2022
Q4
$46K Buy
2022
Q3
$47K Hold
2022
Q2
$52K Buy
2014
Q4
Sell
2014
Q3
$38K Hold
2014
Q2
$40K Hold
2014
Q1
$36K Hold
2013
Q4
$33K Hold
2013
Q3
$33K Hold
2013
Q2
$36K Buy