Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.14K Sell
2025
Q2
$18.1K Hold
2025
Q1
$20.1K Hold
2024
Q4
$21.1K Hold
2024
Q3
$24.3K Hold
2024
Q2
$21.9K Hold
2024
Q1
$21K Hold
2023
Q4
$22K Hold
2023
Q3
$21K Hold
2023
Q2
$20K Hold
2023
Q1
$21K Hold
2022
Q4
$22K Hold
2022
Q3
$20K Hold
2022
Q2
$20K Hold
2022
Q1
$19K Hold
2021
Q4
$20K Buy