Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$101K Hold
2025
Q2
$96.4K Buy
2025
Q1
$72K Sell
2024
Q4
$97.9K Sell
2024
Q3
$118K Buy
2024
Q2
$109K Buy
2024
Q1
$105K Sell
2023
Q4
$83.3K Hold
2023
Q3
$73.8K Sell
2023
Q2
$70.6K Hold
2023
Q1
$60.1K Hold
2022
Q4
$55.1K Sell
2022
Q3
$70K Sell
2022
Q2
$76K Buy
2022
Q1
$77K Buy
2021
Q4
$79K Sell
2021
Q3
$69K Buy
2021
Q2
$49K Sell
2021
Q1
$74K Hold
2020
Q4
$64K Buy