Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$85.9K Sell
2025
Q2
$136K Hold
2025
Q1
$141K Hold
2024
Q4
$172K Hold
2024
Q3
$189K Hold
2024
Q2
$170K Hold
2024
Q1
$201K Hold
2023
Q4
$197K Hold
2023
Q3
$201K Hold
2023
Q2
$234K Hold
2023
Q1
$245K Hold
2022
Q4
$241K Sell
2022
Q3
$255K Hold
2022
Q2
$261K Hold
2022
Q1
$305K Hold
2021
Q4
$330K Hold
2021
Q3
$290K Hold
2021
Q2
$288K Sell
2021
Q1
$279K Sell
2020
Q4
$280K Buy