Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$85.4K Sell
2025
Q2
$101K Hold
2025
Q1
$100K Buy
2024
Q4
$78.7K Hold
2024
Q3
$98.7K Hold
2024
Q2
$94.2K Sell
2024
Q1
$118K Hold
2023
Q4
$97.6K Buy
2023
Q3
$73.8K Sell
2023
Q2
$73.2K Hold
2023
Q1
$66.7K Hold
2022
Q4
$86.5K Hold
2022
Q3
$72K Sell
2022
Q2
$103K Buy
2022
Q1
$63K Hold
2021
Q4
$60K Buy
2021
Q3
$44K Hold
2021
Q2
$52K Hold
2021
Q1
$53K Hold
2020
Q4
$46K Buy