Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87.5K Buy
2025
Q2
$75.8K Sell
2025
Q1
$105K Buy
2024
Q4
$92K Buy
2024
Q3
$51.2K Buy
2024
Q2
$37.6K Buy
2024
Q1
$29.1K Hold
2023
Q4
$29.5K Sell
2023
Q3
$26.9K Hold
2023
Q2
$27.4K Sell
2023
Q1
$41.2K Hold
2022
Q4
$63K Hold
2022
Q3
$67K Hold
2022
Q2
$70K Hold
2022
Q1
$86K Hold
2021
Q4
$82K Buy