Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20K Hold
2025
Q2
$23K Hold
2025
Q1
$23K Hold
2024
Q4
$23K Hold
2024
Q3
$29K Hold
2024
Q2
$24K Hold
2024
Q1
$27K Hold
2023
Q4
$26K Hold
2023
Q3
$22K Hold
2023
Q2
$23K Buy
2023
Q1
$5K Sell
2022
Q4
$1K Buy
2022
Q3
$1K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$13K Buy