Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$14.9K Sell
2024
Q4
$22.4K Buy
2024
Q3
$19.5K Hold
2024
Q2
$19.2K Hold
2024
Q1
$19.1K Hold
2023
Q4
$16.6K Hold
2023
Q3
$17.7K Hold
2023
Q2
$19.5K Hold
2023
Q1
$16.5K Hold
2022
Q4
$15.8K Hold
2022
Q3
$13K Hold
2022
Q2
$15K Hold
2022
Q1
$16K Hold
2021
Q4
$14K Hold
2021
Q3
$12K Hold
2021
Q2
$11K Hold
2021
Q1
$11K Hold
2020
Q4
$9K Hold
2020
Q3
$6K Buy