Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$41K Hold
2025
Q2
$36K Buy
2025
Q1
$29K Hold
2024
Q4
$33K Hold
2024
Q3
$32K Sell
2024
Q2
$28K Buy
2024
Q1
$31K Buy
2023
Q4
$29K Hold
2023
Q3
$26K Hold
2023
Q2
$26K Buy
2023
Q1
$1K Sell
2022
Q4
$1K Buy
2022
Q3
$1K Buy
2022
Q1
Sell
2021
Q4
$0 Buy