Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$56K Sell
2025
Q1
$97K Buy
2024
Q4
$94K Buy
2024
Q3
$67K Sell
2024
Q2
$72K Hold
2024
Q1
$72K Buy
2023
Q4
$32K Sell
2023
Q3
$49K Sell
2023
Q2
$69K Buy
2023
Q1
$49K Buy
2022
Q4
$34K Buy
2022
Q3
$26K Sell
2022
Q2
$37K Buy
2022
Q1
$56K Buy
2021
Q4
$28K Buy