Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$80.4K Hold
2025
Q2
$88.2K Hold
2025
Q1
$87.4K Hold
2024
Q4
$101K Sell
2024
Q3
$133K Hold
2024
Q2
$142K Buy
2024
Q1
$124K Hold
2023
Q4
$147K Sell
2023
Q3
$156K Hold
2023
Q2
$150K Hold
2023
Q1
$118K Buy
2022
Q4
$26.9K Sell
2022
Q3
$63K Buy
2022
Q2
$57K Hold
2022
Q1
$71K Hold
2021
Q4
$88K Buy
2021
Q3
$78K Hold
2021
Q2
$79K Hold
2021
Q1
$64K Hold
2020
Q4
$68K Buy