Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$20.3K Buy
2024
Q4
Sell
2024
Q3
$52.8K Sell
2024
Q2
$69.3K Sell
2024
Q1
$91.1K Hold
2023
Q4
$83.6K Buy
2023
Q3
$76.2K Hold
2023
Q2
$78.4K Hold
2023
Q1
$84.6K Hold
2022
Q4
$81K Hold
2022
Q3
$65K Hold
2022
Q2
$71K Sell
2022
Q1
$88K Sell
2021
Q4
$142K Buy
2021
Q3
$109K Buy
2021
Q2
$58K Buy
2021
Q1
$17K Buy