Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15.2K Sell
2025
Q2
$15.8K Buy
2022
Q4
Sell
2022
Q3
$28K Hold
2022
Q2
$28K Hold
2022
Q1
$32K Hold
2021
Q4
$29K Hold
2021
Q3
$26K Hold
2021
Q2
$27K Hold
2021
Q1
$26K Buy
2020
Q4
Sell
2020
Q3
$18K Hold
2020
Q2
$18K Hold
2020
Q1
$17K Hold
2019
Q4
$26K Buy