Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27.4K Sell
2025
Q2
$61K Sell
2025
Q1
$70.9K Buy
2024
Q4
$57.4K Sell
2024
Q3
$117K Sell
2024
Q2
$116K Buy
2024
Q1
$33.7K Hold
2023
Q4
$28.6K Hold
2023
Q3
$24.5K Hold
2023
Q2
$20.7K Hold
2023
Q1
$21.9K Sell
2022
Q4
$18.1K Sell
2022
Q3
$87K Hold
2022
Q2
$72K Sell
2022
Q1
$106K Buy
2021
Q4
$17K Sell
2021
Q3
$140K Sell
2021
Q2
$177K Sell
2021
Q1
$1.02M Buy
2020
Q4
$1.58M Buy
2020
Q3
$546K Buy