Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11K Buy
2025
Q2
$5K Hold
2025
Q1
$6K Hold
2024
Q4
$8K Sell
2024
Q3
$19K Sell
2024
Q2
$18K Buy
2024
Q1
$21K Sell
2023
Q4
$22K Buy
2023
Q3
$16K Sell
2023
Q2
$16K Sell
2023
Q1
$88K Buy
2022
Q4
$54K Sell
2022
Q3
$64K Buy
2022
Q2
$21K Sell
2022
Q1
$29K Buy
2021
Q4
$13K Buy