Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$51.8K Sell
2025
Q2
$59.6K Buy
2025
Q1
$61.9K Buy
2024
Q4
$50.1K Buy
2024
Q3
$56.9K Buy
2024
Q2
$45.5K Buy
2024
Q1
$31.9K Sell
2023
Q4
$32.6K Sell
2023
Q3
$66.6K Sell
2023
Q2
$340K Hold
2023
Q1
$388K Hold
2022
Q4
$406K Sell
2022
Q3
$371K Buy
2022
Q2
$429K Hold
2022
Q1
$392K Sell
2021
Q4
$417K Buy