Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$37.6K Buy
2024
Q4
$54.8K Buy
2023
Q4
Sell
2023
Q3
$11.3K Hold
2023
Q2
$16K Sell
2023
Q1
$15.2K Hold
2022
Q4
$24K Hold
2022
Q3
$21K Hold
2022
Q2
$19K Hold
2022
Q1
$25K Hold
2021
Q4
$32K Buy