Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$84.2K Sell
2025
Q2
$113K Buy
2025
Q1
$103K Hold
2024
Q4
$110K Hold
2024
Q3
$104K Hold
2024
Q2
$109K Hold
2024
Q1
$131K Hold
2023
Q4
$103K Hold
2023
Q3
$89.9K Hold
2023
Q2
$88.4K Hold
2023
Q1
$77.4K Sell
2022
Q4
$90.3K Hold
2022
Q3
$76K Hold
2022
Q2
$75K Sell
2022
Q1
$126K Buy
2021
Q4
$93K Buy
2020
Q2
Sell
2020
Q1
$8K Buy