Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$59.5K Sell
2025
Q2
$88.8K Buy
2025
Q1
$69.2K Buy
2024
Q4
$60.5K Buy
2024
Q3
$59K Sell
2024
Q2
$67.2K Sell
2024
Q1
$65.7K Buy
2023
Q4
$30.9K Sell
2023
Q3
$32.5K Sell
2023
Q2
$34K Hold
2023
Q1
$33K Buy
2022
Q4
$11K Sell
2022
Q3
$15K Sell
2022
Q2
$17K Sell
2022
Q1
$36K Hold
2021
Q4
$38K Buy