Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$800 Hold
2025
Q2
$414 Hold
2025
Q1
$540 Hold
2024
Q4
$658 Hold
2024
Q3
$519 Hold
2024
Q2
$383 Hold
2024
Q1
$420 Sell
2023
Q4
$1.17K Sell
2023
Q3
$15.4K Hold
2023
Q2
$17.9K Hold
2023
Q1
$16.6K Hold
2022
Q4
$14.9K Hold
2022
Q3
$17K Hold
2022
Q2
$26K Sell
2022
Q1
$53K Hold
2021
Q4
$80K Buy
2021
Q3
$127K Hold
2021
Q2
$212K Buy