Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$24.4K Sell
2025
Q2
$32.4K Buy
2025
Q1
$9.31K Sell
2024
Q4
$13.5K Sell
2024
Q3
$18.5K Sell
2024
Q2
$28.4K Sell
2024
Q1
$70.4K Sell
2023
Q4
$84.3K Hold
2023
Q3
$82.5K Hold
2023
Q2
$81.1K Buy
2023
Q1
$63.4K Hold
2022
Q4
$62.7K Hold
2022
Q3
$52K Sell
2022
Q2
$101K Buy
2022
Q1
$74K Buy
2021
Q4
$74K Buy
2021
Q3
$63K Buy
2021
Q2
$65K Buy
2021
Q1
$50K Hold
2020
Q4
$49K Buy