Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21K Buy
2023
Q4
Sell
2023
Q3
$2K Sell
2023
Q2
$29K Hold
2023
Q1
$21K Buy
2022
Q4
$16K Hold
2022
Q3
$17K Hold
2022
Q2
$13K Hold
2022
Q1
$23K Hold
2021
Q4
$27K Buy