Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$7.25K Buy
2023
Q4
Sell
2023
Q3
$13.3K Hold
2023
Q2
$13.4K Hold
2023
Q1
$11.2K Hold
2022
Q4
$10.5K Hold
2022
Q3
$11K Hold
2022
Q2
$11K Sell
2022
Q1
$19K Hold
2021
Q4
$21K Sell
2021
Q3
$36K Hold
2021
Q2
$33K Hold
2021
Q1
$29K Buy
2020
Q4
$23K Hold
2020
Q3
$15K Hold
2020
Q2
$16K Buy
2014
Q4
Sell
2014
Q3
$11K Buy