Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$161K Hold
2025
Q2
$169K Hold
2025
Q1
$141K Hold
2024
Q4
$158K Hold
2024
Q3
$127K Hold
2024
Q2
$108K Hold
2024
Q1
$91.5K Hold
2023
Q4
$62.6K Hold
2023
Q3
$44.3K Hold
2023
Q2
$48.7K Hold
2023
Q1
$55.5K Hold
2022
Q4
$40.2K Hold
2022
Q3
$44K Hold
2022
Q2
$35K Hold
2022
Q1
$41K Hold
2021
Q4
$93K Hold
2021
Q3
$111K Hold
2021
Q2
$114K Hold
2021
Q1
$102K Hold
2020
Q4
$100K Buy