Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$52.7K Sell
2025
Q1
$47.8K Sell
2024
Q4
$51.3K Hold
2024
Q3
$48.4K Buy
2024
Q2
$48.2K Sell
2024
Q1
$52.4K Buy
2023
Q4
$54.4K Sell
2023
Q3
$45.2K Hold
2023
Q2
$50.2K Sell
2023
Q1
$69.9K Buy
2022
Q4
$36.2K Hold
2022
Q3
$33K Buy
2022
Q1
Sell
2021
Q4
$16K Hold
2021
Q3
$14K Hold
2021
Q2
$14K Hold
2021
Q1
$14K Hold
2020
Q4
$15K Hold
2020
Q3
$13K Buy