Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$41K Sell
2025
Q2
$80K Buy
2025
Q1
$32K Buy
2024
Q4
$20K Sell
2024
Q3
$80K Sell
2024
Q2
$72K Buy
2024
Q1
$79K Sell
2023
Q4
$85K Buy
2023
Q3
$48K Sell
2023
Q2
$68K Buy
2023
Q1
$58K Sell
2022
Q4
$61K Sell
2022
Q3
$65K Buy
2022
Q2
$0 Hold
2022
Q1
$0 Buy
2021
Q4
$0 Buy