Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2K Hold
2025
Q1
$2K Sell
2024
Q4
$2K Hold
2024
Q3
$2K Buy
2020
Q3
Sell
2020
Q2
$982K Buy