Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.5K Sell
2025
Q2
$25.3K Buy
2025
Q1
$22K Hold
2024
Q4
$18.8K Hold
2024
Q3
$19.8K Hold
2024
Q2
$21.7K Hold
2024
Q1
$20.1K Hold
2023
Q4
$19.7K Hold
2023
Q3
$19.3K Hold
2023
Q2
$18.1K Hold
2023
Q1
$17.3K Hold
2022
Q4
$17.1K Hold
2022
Q3
$14.9K Hold
2022
Q2
$15.7K Hold
2022
Q1
$16.5K Buy