Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.5K Sell
87
-22
-20% -$9.49K 0.02% 312
2026
Q1
$17.9K Sell
109
-2
-2% -$328 0.01% 352
2025
Q4
$14K Buy
111
+36
+48% +$4.53K 0.01% 392
2025
Q3
$10.6K Hold
75
0.01% 406
2025
Q2
$9.2K Sell
75
-145
-66% -$17.8K 0.01% 409
2025
Q1
$20.1K Sell
220
-22
-9% -$2K 0.01% 339
2024
Q4
$27.9K Sell
242
-68
-22% -$7.84K 0.02% 250
2024
Q3
$36.7K Buy
310
+52
+20% +$6.16K 0.03% 229
2024
Q2
$36K Sell
258
-44
-15% -$6.13K 0.03% 234
2024
Q1
$34.5K Buy
302
+102
+51% +$11.6K 0.02% 237
2023
Q4
$15.5K Hold
200
0.01% 314
2023
Q3
$14K Buy
+200
New +$14K 0.01% 317