Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$28K Hold
2025
Q1
$32K Buy
2024
Q4
$6K Sell
2024
Q3
$30K Hold
2024
Q2
$32K Buy
2024
Q1
$32K Hold
2023
Q4
$30K Buy
2023
Q3
$32K Buy
2023
Q2
$27K Hold
2023
Q1
$27K Hold
2022
Q4
$29K Sell
2022
Q3
$27K Buy
2022
Q2
$17K Hold
2022
Q1
$17K Buy