Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$96K Buy
2025
Q2
$80K Buy
2025
Q1
$17K Sell
2024
Q4
$22K Sell
2024
Q3
$28K Sell
2024
Q2
$26K Buy
2024
Q1
$22K Hold
2023
Q4
$24K Buy
2023
Q3
$17K Sell
2023
Q2
$22K Buy
2023
Q1
$10K Sell
2022
Q4
$8K Buy
2022
Q3
$4K Sell
2022
Q2
$6K Buy
2022
Q1
$1K Sell
2021
Q4
$1K Buy