Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$72.4K Sell
2025
Q1
$119K Hold
2024
Q4
$115K Sell
2024
Q3
$128K Hold
2024
Q2
$115K Hold
2024
Q1
$137K Sell
2023
Q4
$112K Hold
2023
Q3
$87.1K Hold
2023
Q2
$88.8K Hold
2023
Q1
$69K Sell
2022
Q4
$72K Hold
2022
Q3
$59K Sell
2022
Q2
$340K Sell
2022
Q1
$646K Buy
2021
Q4
$388K Buy