Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$68.7K Sell
2025
Q2
$79.5K Sell
2025
Q1
$94.5K Sell
2024
Q4
$115K Buy
2024
Q3
$109K Buy
2024
Q2
$44.6K Buy
2024
Q1
$85.1K Sell
2023
Q4
$83.9K Buy
2023
Q3
$68.1K Buy
2023
Q2
$65.4K Buy
2023
Q1
$48.7K Buy
2022
Q4
$75.3K Buy
2022
Q3
$93K Buy
2022
Q2
$121K Buy
2021
Q3
Sell
2021
Q2
$113K Buy
2020
Q2
Sell
2020
Q1
$11K Hold
2019
Q4
$15.4K Buy