Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$211 Sell
2024
Q4
$297 Hold
2024
Q3
$299 Buy
2022
Q1
Sell
2021
Q4
$63K Buy
2021
Q3
Sell
2021
Q2
$153K Buy