Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1K Sell
2025
Q1
$61K Buy
2024
Q4
Sell
2024
Q3
$23K Buy
2024
Q2
$11K Buy
2024
Q1
$11K Sell
2023
Q4
$15K Hold
2023
Q3
$13K Buy