Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.5K Sell
2025
Q1
$49.5K Hold
2024
Q4
$41.2K Hold
2024
Q3
$42.1K Hold
2024
Q2
$45.7K Hold
2024
Q1
$47.3K Hold
2023
Q4
$44.7K Hold
2023
Q3
$47.4K Hold
2023
Q2
$42.1K Hold
2023
Q1
$41K Hold
2022
Q4
$44K Buy