Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19K Sell
2025
Q2
$21K Buy
2025
Q1
$20K Hold
2024
Q4
$20K Buy
2024
Q3
$19K Sell
2024
Q2
$19K Buy
2024
Q1
$19K Sell
2023
Q4
$17K Buy
2023
Q3
$1K Buy
2023
Q2
$0 Buy