Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$105K Buy
2025
Q2
$109K Buy
2025
Q1
$85.3K Buy
2024
Q4
$50.5K Buy
2024
Q3
$29.9K Buy
2024
Q2
$5.71K Buy
2024
Q1
$2.24K Buy
2023
Q4
Sell
2023
Q3
$1.91K Hold
2023
Q2
$2.37K Hold
2023
Q1
$1.97K Hold
2022
Q4
$2K Hold
2022
Q3
$2K Hold
2022
Q2
$2K Hold
2022
Q1
$2K Hold
2021
Q4
$2K Buy