Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$65K Hold
2025
Q1
$64.4K Sell
2024
Q4
$78.3K Buy
2023
Q2
Sell
2023
Q1
$64.7K Hold
2022
Q4
$56.5K Sell
2022
Q3
$48K Buy
2022
Q2
$62K Sell
2022
Q1
$87K Sell
2021
Q4
$165K Buy
2021
Q3
$161K Buy
2021
Q2
$98K Hold
2021
Q1
$79K Hold
2020
Q4
$84K Buy