Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19K Hold
2025
Q2
$9K Sell
2025
Q1
$10K Sell
2024
Q4
$12K Hold
2024
Q3
$19K Sell
2024
Q2
$12K Buy
2024
Q1
$10K Sell
2023
Q4
$25K Sell
2023
Q3
$26K Buy
2023
Q2
$18K Buy
2023
Q1
$19K Sell
2022
Q4
$18K Buy
2022
Q3
$19K Buy
2022
Q2
$26K Buy
2022
Q1
$23K Buy