Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$61K Sell
2025
Q2
$58.9K Hold
2025
Q1
$44.9K Hold
2024
Q4
$54.8K Buy
2024
Q3
$54K Hold
2024
Q2
$51.1K Hold
2024
Q1
$51K Hold
2023
Q4
$39.3K Hold
2023
Q3
$34.8K Hold
2023
Q2
$32.8K Sell
2023
Q1
$33.2K Hold
2022
Q4
$30.4K Hold
2022
Q3
$26K Buy
2022
Q2
$21K Hold
2022
Q1
$25K Hold
2021
Q4
$28K Hold
2021
Q3
$24K Hold
2021
Q2
$24K Hold
2021
Q1
$23K Hold
2020
Q4
$20K Buy