Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$82K Buy
2025
Q2
$77.9K Buy
2025
Q1
$82.8K Buy
2024
Q4
$79.1K Sell
2024
Q3
$79.8K Sell
2024
Q2
$106K Buy
2024
Q1
$103K Buy
2023
Q4
$55.9K Buy
2023
Q3
$58.3K Buy
2023
Q2
$18.9K Hold
2023
Q1
$17.3K Hold
2022
Q4
$13.1K Hold
2022
Q3
$11K Buy
2022
Q2
$17K Hold
2022
Q1
$17K Hold
2021
Q4
$19.5K Buy