Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-151
2025
Q1
$18.1K Sell
151
-386
2024
Q4
$51.6K Buy
537
+6
2024
Q3
$48.9K Buy
531
+456
2024
Q2
$6.09K Buy
75
+65
2024
Q1
$780 Buy
+10
2023
Q1
Sell
-19
2022
Q4
$15K Sell
19
-2
2022
Q3
$16K Sell
21
-1
2022
Q2
$16K Hold
22
2022
Q1
$16K Buy
+22
2021
Q3
Hold
0
2021
Q2
Hold
0
2021
Q1
Hold
0
2020
Q4
Hold
0
2020
Q3
Hold
0
2020
Q2
Hold
0
2020
Q1
Hold
0
2018
Q4
Hold
0
2018
Q3
Hold
0
2018
Q2
Hold
0
2018
Q1
Hold
0
2017
Q4
Sell
-18
2017
Q3
$0 Hold
18
2017
Q2
$0 Hold
18
2017
Q1
$0 Hold
18
2016
Q4
$0 Hold
18
2016
Q3
$1K Hold
18
2016
Q2
$0 Buy
+18
2016
Q1
Sell
-18
2015
Q4
$1K Buy
+18