Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$5.47K Sell
2024
Q4
$7.57K Sell
2024
Q3
$44.3K Hold
2024
Q2
$55.8K Sell
2024
Q1
$65.6K Hold
2023
Q4
$56.8K Buy
2023
Q3
$48.6K Hold
2023
Q2
$41.3K Sell
2023
Q1
$54.2K Sell
2022
Q4
$53.2K Sell
2022
Q3
$50K Buy
2022
Q2
$78K Buy
2022
Q1
$122K Hold
2021
Q4
$182K Sell
2021
Q3
$227K Buy
2021
Q2
$209K Buy
2021
Q1
$182K Hold
2020
Q4
$210K Buy
2020
Q3
$139K Hold
2020
Q2
$131K Buy