Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12K Hold
2025
Q2
$14K Sell
2025
Q1
$14K Buy
2024
Q4
$14K Hold
2024
Q3
$11K Buy
2024
Q2
$10K Hold
2024
Q1
$12K Sell
2023
Q4
$23K Buy
2023
Q3
$5K Sell
2023
Q2
$9K Sell
2023
Q1
$22K Sell
2022
Q4
$28K Sell
2022
Q3
$98K Buy
2022
Q2
$18K Buy
2022
Q1
$12K Buy
2021
Q4
$17K Buy