Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40K Sell
2025
Q2
$50K Buy
2025
Q1
$26K Buy
2024
Q4
$25K Buy
2024
Q3
$21K Buy
2024
Q2
$20K Buy
2024
Q1
$22K Sell
2023
Q4
$49K Buy
2023
Q3
$18K Hold
2023
Q2
$20K Sell
2023
Q1
$18K Sell
2022
Q4
$23K Sell
2022
Q3
$19K Buy
2022
Q2
$14K Sell
2022
Q1
$28K Buy
2021
Q4
$17K Buy