Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$36.9K Sell
2024
Q4
$47.2K Buy
2024
Q3
$17K Hold
2024
Q2
$18.5K Sell
2024
Q1
$21.5K Hold
2023
Q4
$18.1K Sell
2023
Q3
$96.8K Hold
2023
Q2
$98.3K Buy
2023
Q1
$78.6K Buy
2022
Q4
$69K Buy