Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.48K Buy
2024
Q2
Sell
2024
Q1
$37.5K Buy
2023
Q4
$2.03K Hold
2023
Q3
$1.61K Hold
2023
Q2
$2.12K Hold
2023
Q1
$2.78K Hold
2022
Q4
$2.99K Hold
2022
Q3
$2K Hold
2022
Q2
$1K Sell
2022
Q1
$3K Hold
2021
Q4
$5K Hold
2021
Q3
$5K Hold
2021
Q2
$5K Sell
2021
Q1
$985K Sell
2020
Q4
$960K Sell
2020
Q3
$772K Sell
2020
Q2
$717K Buy
2020
Q1
$230K Buy