Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$154K Buy
2025
Q2
$75.3K Sell
2025
Q1
$81.5K Hold
2024
Q4
$74.6K Hold
2024
Q3
$77.9K Buy
2024
Q2
$54.8K Sell
2024
Q1
$69.4K Buy
2023
Q4
$36.8K Hold
2023
Q3
$36.8K Buy
2019
Q2
Sell
2019
Q1
$2K Buy