Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$81K Hold
2025
Q2
$80K Sell
2025
Q1
$71K Hold
2024
Q4
$71K Sell
2024
Q3
$82K Sell
2024
Q2
$143K Sell
2024
Q1
$242K Buy
2023
Q4
$157K Sell
2023
Q3
$179K Sell
2023
Q2
$171K Buy
2023
Q1
$150K Sell
2022
Q4
$145K Hold
2022
Q3
$146K Sell
2022
Q2
$169K Buy
2022
Q1
$172K Buy