Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$33K Buy
2025
Q2
$33K Sell
2025
Q1
$30K Buy
2024
Q4
$18K Buy
2024
Q3
$18K Hold
2024
Q2
$17K Buy
2024
Q1
$18K Buy
2023
Q4
$13K Sell
2023
Q3
$14K Sell
2023
Q2
$11K Sell
2023
Q1
$10K Sell
2022
Q4
$10K Sell
2022
Q3
$8K Buy
2022
Q2
$6K Sell
2022
Q1
$11K Buy
2021
Q4
$7K Buy