Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$70K Buy
2025
Q2
$77.2K Buy
2025
Q1
$46.5K Sell
2024
Q4
$94K Sell
2024
Q3
$83.7K Buy
2024
Q2
$31.8K Sell
2024
Q1
$29.4K Buy
2023
Q4
$37.7K Sell
2023
Q3
$46.1K Buy
2023
Q2
$42.2K Buy
2023
Q1
$37.8K Sell
2022
Q4
$35.2K Buy