Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$61K Sell
2025
Q1
$92K Sell
2024
Q4
$133K Buy
2024
Q3
$129K Buy
2024
Q2
$98K Sell
2024
Q1
$120K Buy
2023
Q4
$13K Buy
2023
Q3
$9K Buy
2023
Q2
$0 Hold
2023
Q1
$0 Hold
2022
Q4
$0 Sell
2022
Q3
$35K Sell
2022
Q2
$66K Buy
2022
Q1
$63K Buy
2021
Q4
$8K Buy