Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$85K Buy
2025
Q2
$32.2K Hold
2025
Q1
$24.5K Hold
2024
Q4
$22.7K Hold
2024
Q3
$27.9K Hold
2024
Q2
$29.7K Hold
2024
Q1
$25.1K Hold
2023
Q4
$20.9K Hold
2023
Q3
$16.5K Sell
2023
Q2
$18.4K Hold
2023
Q1
$15.2K Hold
2022
Q4
$14.3K Buy
2021
Q4
Sell
2021
Q3
$11K Buy