Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$56.9K Sell
2025
Q2
$107K Buy
2025
Q1
$97K Buy
2024
Q4
$53.9K Buy
2024
Q3
$39.2K Buy
2024
Q2
$17.9K Buy
2024
Q1
$19.9K Sell
2023
Q4
$47.1K Sell
2023
Q3
$60.4K Hold
2023
Q2
$69.8K Sell
2023
Q1
$102K Hold
2022
Q4
$93K Hold
2022
Q3
$89K Sell
2022
Q2
$91K Hold
2022
Q1
$118K Hold
2021
Q4
$142K Buy