Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$53K Sell
2025
Q2
$61K Sell
2025
Q1
$91K Buy
2024
Q4
$46K Buy
2024
Q3
$37K Buy
2024
Q2
$44K Buy
2024
Q1
$46K Buy
2023
Q4
$61K Sell
2023
Q3
$47K Buy
2023
Q2
$52K Hold
2023
Q1
$52K Sell
2022
Q4
$50K Sell
2022
Q3
$69K Sell
2022
Q2
$82K Sell
2022
Q1
$156K Buy
2021
Q4
$22K Buy