Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.6K Sell
2025
Q2
$9.52K Sell
2025
Q1
$173K Sell
2024
Q4
$204K Hold
2024
Q3
$269K Hold
2024
Q2
$176K Buy
2024
Q1
$173K Buy
2023
Q4
$5.27K Sell
2023
Q3
$12.4K Buy
2023
Q2
$14.4K Buy