Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29.4K Sell
2025
Q2
$67.1K Buy
2025
Q1
$48K Sell
2024
Q4
$131K Sell
2024
Q3
$115K Sell
2024
Q2
$119K Buy
2024
Q1
$67.4K Hold
2023
Q4
$62.9K Hold
2023
Q3
$55.6K Hold
2023
Q2
$57.4K Hold
2023
Q1
$54.5K Hold
2022
Q4
$50.2K Sell
2022
Q3
$74.5K Hold
2022
Q2
$82.6K Sell
2022
Q1
$204K Sell
2021
Q4
$297K Buy