Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$8.3K Sell
2025
Q1
$19K Sell
2024
Q4
$21.6K Sell
2024
Q3
$55.4K Buy
2024
Q2
$11.2K Sell
2024
Q1
$15.8K Buy
2023
Q4
$10.2K Sell
2023
Q3
$18.3K Hold
2023
Q2
$20.1K Buy
2023
Q1
$7.65K Buy
2022
Q4
Sell
2022
Q3
$0 Sell
2022
Q2
$25K Hold
2022
Q1
$36K Hold
2021
Q4
$28K Hold
2021
Q3
$30K Hold
2021
Q2
$34K Sell
2021
Q1
$34K Buy