Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17K Sell
2025
Q2
$28K Sell
2025
Q1
$88K Buy
2024
Q4
$18K Sell
2024
Q3
$20K Buy
2024
Q2
$16K Buy
2024
Q1
$9K Sell
2023
Q4
$8K Buy
2023
Q3
$10K Hold
2023
Q2
$9K Sell
2023
Q1
$8K Sell
2022
Q4
$22K Buy
2022
Q3
$19K Buy
2022
Q2
$14K Sell
2022
Q1
$21K Sell
2021
Q4
$52K Buy