Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94.6K Hold
2025
Q2
$85K Hold
2025
Q1
$96.2K Hold
2024
Q4
$113K Hold
2024
Q3
$125K Sell
2024
Q2
$124K Buy
2024
Q1
$105K Hold
2023
Q4
$105K Hold
2023
Q3
$89.3K Sell
2023
Q2
$120K Buy
2023
Q1
$102K Hold
2022
Q4
$93.3K Hold
2022
Q3
$87K Hold
2022
Q2
$114K Hold
2022
Q1
$126K Hold
2021
Q4
$131K Hold
2021
Q3
$95K Hold
2021
Q2
$105K Hold
2021
Q1
$110K Hold
2020
Q4
$85K Buy