Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$81K Buy
2025
Q2
$54K Sell
2025
Q1
$103K Buy
2024
Q4
$58K Sell
2024
Q3
$90K Buy
2024
Q2
$57K Buy
2024
Q1
$42K Buy
2023
Q4
$11K Sell
2023
Q3
$36K Sell
2023
Q2
$69K Buy
2023
Q1
$30K Sell
2022
Q4
$51K Buy
2022
Q3
$43K Buy
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Hold