Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.3K Sell
2024
Q4
$19.9K Hold
2024
Q3
$22.3K Hold
2024
Q2
$21.6K Hold
2024
Q1
$22.9K Sell
2023
Q4
$25.8K Hold
2023
Q3
$25.7K Buy
2023
Q2
$25.9K Buy
2023
Q1
$23.9K Hold
2022
Q4
$23.6K Hold
2022
Q3
$21K Hold
2022
Q2
$22K Hold
2022
Q1
$22K Hold
2021
Q4
$23K Buy
2021
Q3
$19K Buy
2020
Q1
Sell
2019
Q4
$25K Buy