Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77K Buy
2025
Q2
$73K Buy
2025
Q1
$61K Hold
2024
Q4
$61K Sell
2024
Q3
$79K Sell
2024
Q2
$84K Hold
2024
Q1
$106K Sell
2023
Q4
$178K Sell
2023
Q3
$160K Buy
2023
Q2
$167K Buy
2023
Q1
$133K Hold
2022
Q4
$108K Hold
2022
Q3
$108K Buy
2022
Q2
$105K Buy