Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.45K Sell
2025
Q1
$21.5K Buy
2024
Q4
$2.65K Hold
2024
Q3
$2.89K Hold
2024
Q2
$2.31K Buy
2022
Q4
Sell
2022
Q3
$0 Hold
2022
Q2
$1K Hold
2022
Q1
$1K Hold
2021
Q4
$1K Buy
2015
Q4
Sell
2015
Q3
$298K Sell
2015
Q2
$687K Sell
2015
Q1
$845K Sell
2014
Q4
$874K Buy
2014
Q3
$338K Buy