Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72.1K Hold
460
2025
Q1
$59.4K Hold
460
2024
Q4
$65.7K Hold
460
2024
Q3
$68.8K Hold
460
2024
Q2
$59.4K Hold
460
2024
Q1
$62.6K Hold
460
2023
Q4
$54.9K Hold
460
2023
Q3
$45K Hold
460
2023
Q2
$42.9K Sell
460
-230
2023
Q1
$59.5K Sell
690
-460
2022
Q4
$93.3K Hold
1,150
2022
Q3
$75.1K Hold
1,150
2022
Q2
$77.3K Hold
1,150
2022
Q1
$86.5K Hold
1,150
2021
Q4
$118K Hold
1,150
2021
Q3
$98.7K Hold
1,150
2021
Q2
$105K Hold
1,150
2021
Q1
$105K Hold
1,150
2020
Q4
$88.6K Hold
1,150
2020
Q3
$67.9K Hold
1,150
2020
Q2
$67.6K Hold
1,150
2020
Q1
$52.2K Hold
1,150
2019
Q4
$85K Buy
+1,150