Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.2K Sell
2025
Q2
$31.7K Hold
2025
Q1
$32.9K Buy
2024
Q4
$34.2K Hold
2024
Q3
$37.8K Hold
2024
Q2
$33.9K Hold
2024
Q1
$40K Hold
2023
Q4
$39K Hold
2023
Q3
$40K Hold
2023
Q2
$47K Hold
2023
Q1
$49K Hold
2022
Q4
$48K Hold
2022
Q3
$46K Hold
2022
Q2
$47K Hold
2022
Q1
$55K Hold
2021
Q4
$59K Buy