Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$44.3K Sell
2025
Q1
$65.2K Sell
2024
Q4
$81.8K Hold
2024
Q3
$98.1K Sell
2024
Q2
$83.5K Buy
2024
Q1
$56.7K Hold
2023
Q4
$49K Hold
2023
Q3
$41.7K Sell
2023
Q2
$102K Hold
2023
Q1
$89.2K Buy
2022
Q4
$37K Buy
2022
Q3
$12K Hold
2022
Q2
$12K Hold
2022
Q1
$13K Hold
2021
Q4
$18K Buy