Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14K Hold
2025
Q1
$14.1K Hold
2024
Q4
$16.7K Buy
2023
Q4
Sell
2023
Q3
$533 Hold
2023
Q2
$450 Buy
2022
Q4
Sell
2022
Q3
$7K Sell
2022
Q2
$10K Sell
2022
Q1
$24K Buy
2021
Q4
Sell
2021
Q3
$3K Hold
2021
Q2
$3K Hold
2021
Q1
$3K Hold
2020
Q4
$3K Sell
2020
Q3
$4K Buy