Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45.2K Sell
2025
Q1
$73.1K Sell
2024
Q4
$85.1K Buy
2024
Q3
$64K Buy
2024
Q2
$55.4K Hold
2024
Q1
$56.2K Hold
2023
Q4
$49K Hold
2023
Q3
$45.2K Hold
2023
Q2
$41.8K Buy
2023
Q1
$34.6K Hold
2022
Q4
$32.4K Hold
2022
Q3
$32K Hold
2022
Q2
$35K Buy
2022
Q1
$22K Buy
2021
Q4
$14K Hold
2021
Q3
$12K Hold
2021
Q2
$12K Buy
2021
Q1
$4K Hold
2020
Q4
$4K Buy