Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$66.4K Hold
2025
Q1
$45K Hold
2024
Q4
$51.8K Hold
2024
Q3
$54.5K Sell
2024
Q2
$52.4K Hold
2024
Q1
$65.3K Buy
2023
Q4
$47.7K Hold
2023
Q3
$38.5K Hold
2023
Q2
$42.5K Hold
2023
Q1
$35.1K Hold
2022
Q4
$31.1K Hold
2022
Q3
$25.4K Hold
2022
Q2
$27.6K Hold
2022
Q1
$30.8K Hold
2021
Q4
$37K Buy