Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9K Hold
2025
Q2
$11K Hold
2025
Q1
$11K Hold
2024
Q4
$15K Hold
2024
Q3
$13K Hold
2024
Q2
$12K Sell
2024
Q1
$169K Sell
2023
Q4
$179K Sell
2023
Q3
$168K Hold
2023
Q2
$224K Sell
2023
Q1
$192K Sell
2022
Q4
$162K Buy