Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$43.4K Sell
2025
Q2
$76.2K Sell
2025
Q1
$177K Hold
2024
Q4
$289K Buy
2024
Q1
Sell
2023
Q4
$22K Hold
2023
Q3
$20K Hold
2023
Q2
$29K Buy
2022
Q3
Sell
2022
Q2
$107K Buy