Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Hold
2025
Q2
$103K Hold
2025
Q1
$95.6K Hold
2024
Q4
$92.8K Hold
2024
Q3
$108K Hold
2024
Q2
$109K Hold
2024
Q1
$103K Hold
2023
Q4
$91.5K Hold
2023
Q3
$72.8K Hold
2023
Q2
$90.1K Hold
2023
Q1
$83.8K Hold
2022
Q4
$88.5K Hold
2022
Q3
$70K Hold
2022
Q2
$63K Hold
2022
Q1
$68K Hold
2021
Q4
$96K Hold
2021
Q3
$99K Hold
2021
Q2
$96K Hold
2021
Q1
$84K Hold
2020
Q4
$81K Buy