Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Sell
2025
Q2
$112K Sell
2025
Q1
$118K Sell
2024
Q4
$111K Sell
2024
Q3
$121K Buy
2024
Q2
$71.7K Sell
2024
Q1
$69.5K Hold
2023
Q4
$66.7K Hold
2023
Q3
$62.1K Sell
2023
Q2
$57K Hold
2023
Q1
$52.6K Hold
2022
Q4
$59K Hold
2022
Q3
$46K Hold
2022
Q2
$45K Buy