Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$45K Sell
2025
Q1
$41K Hold
2024
Q4
$44K Hold
2024
Q3
$41K Buy
2024
Q2
$41K Sell
2024
Q1
$46K Buy
2023
Q4
$46K Hold
2023
Q3
$38K Hold
2023
Q2
$42K Buy
2023
Q1
$3K Sell
2022
Q4
$2K Buy
2022
Q3
$4K Buy
2022
Q1
Sell
2021
Q4
$0 Buy