Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$70.5K Sell
2025
Q2
$78.9K Buy
2025
Q1
$73.8K Buy
2024
Q4
$53K Hold
2024
Q3
$51.2K Hold
2024
Q2
$44.5K Sell
2024
Q1
$46.3K Hold
2023
Q4
$44.1K Sell
2023
Q3
$40.9K Buy
2023
Q2
$41.9K Buy
2023
Q1
$44.8K Hold
2022
Q4
$42.9K Sell
2022
Q3
$36.1K Sell
2022
Q2
$51.1K Sell
2022
Q1
$190K Sell
2021
Q4
$339K Buy