Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
2025
Q1
$6K Hold
2024
Q4
$6K Sell
2024
Q3
$7K Buy
2024
Q2
$1K Buy
2022
Q4
Sell
2022
Q3
$1K Buy
2022
Q1
Sell
2021
Q4
$48K Sell
2021
Q3
$157K Hold
2021
Q2
$167K Hold
2021
Q1
$166K Buy