Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$821 Sell
2025
Q1
$1.4K Sell
2024
Q4
$2.27K Sell
2024
Q3
$2.8K Buy
2024
Q2
$507 Buy
2024
Q1
$364 Buy
2022
Q3
Sell
2022
Q2
$4K Hold
2022
Q1
$5K Hold
2021
Q4
$4K Buy