Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$19.5K Sell
2025
Q1
$23K Buy
2024
Q4
$10.2K Sell
2024
Q3
$13.3K Hold
2024
Q2
$14.5K Hold
2024
Q1
$15K Sell
2023
Q4
$16.4K Hold
2023
Q3
$17.4K Hold
2023
Q2
$15.5K Hold
2023
Q1
$15.1K Hold
2022
Q4
$16K Sell
2022
Q3
$15K Hold
2022
Q2
$15K Hold
2022
Q1
$15K Hold
2021
Q4
$10K Hold
2021
Q3
$11K Hold
2021
Q2
$12K Sell
2021
Q1
$13K Buy