Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$33K Sell
2025
Q2
$42K Sell
2025
Q1
$21K Buy
2024
Q4
$28K Buy
2024
Q3
$17K Buy
2024
Q2
$21K Sell
2024
Q1
$25K Sell
2023
Q4
$31K Buy
2023
Q3
$13K Hold
2023
Q2
$13K Sell
2023
Q1
$12K Sell
2022
Q4
$31K Sell
2022
Q3
$59K Sell
2022
Q2
$58K Buy
2022
Q1
$110K Buy
2021
Q4
$2K Buy