Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27.5K Buy
2025
Q2
$17.6K Hold
2025
Q1
$13.3K Sell
2024
Q4
$14.5K Sell
2024
Q3
$23.2K Sell
2024
Q2
$924K Buy
2024
Q1
$268K Buy
2023
Q4
$139K Hold
2023
Q3
$116K Buy
2023
Q2
$45.8K Buy
2023
Q1
$26.9K Buy
2022
Q4
$20K Sell
2022
Q3
$90K Buy
2022
Q2
$17K Sell
2022
Q1
$73K Sell
2021
Q4
$112K Buy
2021
Q3
$52K Hold
2021
Q2
$59K Sell
2021
Q1
$96K Buy