Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$43K Hold
2025
Q2
$40K Sell
2025
Q1
$73K Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$2K Sell
2022
Q3
$11K Buy
2022
Q2
$9K Buy