Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$154K Buy
2025
Q2
$143K Buy
2025
Q1
$3.22K Sell
2024
Q4
$4.17K Sell
2024
Q3
$7.45K Hold
2024
Q2
$6.71K Buy
2024
Q1
$2K Buy
2023
Q4
$1.44K Hold
2023
Q3
$1.45K Hold
2023
Q2
$1.43K Hold
2023
Q1
$1.42K Sell
2022
Q4
$100K Sell
2022
Q3
$110K Hold
2022
Q2
$117K Hold
2022
Q1
$145K Sell
2021
Q4
$190K Buy