Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$8.63K Sell
2024
Q4
$84.4K Buy
2024
Q3
$69.9K Sell
2024
Q2
$73.7K Buy
2024
Q1
$46.7K Buy
2023
Q4
$10.6K Buy
2022
Q4
Sell
2022
Q3
$14K Hold
2022
Q2
$16K Hold
2022
Q1
$21K Buy
2021
Q4
$18K Hold
2021
Q3
$17K Buy