Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$26K Hold
2025
Q2
$26K Sell
2025
Q1
$31K Sell
2024
Q4
$30K Buy
2024
Q3
$25K Buy
2024
Q2
$21K Sell
2024
Q1
$26K Buy
2023
Q4
$17K Sell
2023
Q3
$21K Hold
2023
Q2
$22K Buy
2023
Q1
$8K Sell
2022
Q4
$8K Buy
2022
Q3
$5K Buy
2022
Q2
$5K Buy
2022
Q1
$1K Sell
2021
Q4
$1K Buy