Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$56.6K Sell
2025
Q2
$65.4K Sell
2025
Q1
$64.7K Buy
2024
Q4
Sell
2024
Q3
$94.4K Buy
2024
Q2
$26.4K Sell
2024
Q1
$32.4K Sell
2023
Q4
$87.1K Buy
2023
Q3
$75.2K Sell
2023
Q2
$103K Sell
2023
Q1
$94K Buy
2022
Q4
$73K Buy
2022
Q3
$67K Buy
2020
Q2
Sell
2020
Q1
$86K Sell
2019
Q4
$225K Buy