Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$27.5K Hold
2024
Q4
$28.5K Hold
2024
Q3
$27.1K Hold
2024
Q2
$23.3K Hold
2024
Q1
$19.8K Sell
2023
Q4
$24.4K Buy
2023
Q3
$18.3K Hold
2023
Q2
$21K Hold
2023
Q1
$21.2K Hold
2022
Q4
$19.2K Hold
2022
Q3
$17K Hold
2022
Q2
$19K Hold
2022
Q1
$22K Hold
2021
Q4
$22K Hold
2021
Q3
$22K Buy
2020
Q1
Sell
2019
Q4
$17K Buy