Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$14K Hold
2025
Q1
$16.1K Hold
2024
Q4
$13.4K Sell
2024
Q3
$28.7K Hold
2024
Q2
$31.1K Hold
2024
Q1
$32K Hold
2023
Q4
$30K Hold
2023
Q3
$32K Hold
2023
Q2
$29K Hold
2023
Q1
$28K Hold
2022
Q4
$30K Sell
2022
Q3
$27K Hold
2022
Q2
$26K Hold
2022
Q1
$27K Sell
2021
Q4
$23K Buy