Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.5K Buy
2025
Q2
Sell
2025
Q1
$12.3K Hold
2024
Q4
$11.9K Sell
2024
Q3
$47.3K Hold
2024
Q2
$53.1K Sell
2024
Q1
$59.3K Hold
2023
Q4
$58.1K Sell
2023
Q3
$61.3K Sell
2023
Q2
$75.4K Hold
2023
Q1
$75K Hold
2022
Q4
$67K Buy
2022
Q3
$42K Sell
2022
Q2
$51K Sell
2022
Q1
$78K Sell
2021
Q4
$267K Buy