Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.1K Hold
2025
Q2
$12K Sell
2025
Q1
$15K Sell
2024
Q4
$30.1K Sell
2024
Q3
$44.7K Buy
2024
Q2
$27.3K Sell
2024
Q1
$41.1K Sell
2023
Q4
$54.1K Sell
2023
Q3
$55.4K Sell
2023
Q2
$74.3K Buy
2023
Q1
$51.2K Sell
2022
Q4
$65K Sell
2022
Q3
$81K Sell
2022
Q2
$75K Hold
2022
Q1
$96K Hold
2021
Q4
$84K Buy