Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11K Sell
2025
Q2
$11K Hold
2025
Q1
$13K Hold
2024
Q4
$16K Sell
2024
Q3
$17K Sell
2024
Q2
$18K Buy
2024
Q1
$20K Buy
2023
Q4
$16K Sell
2023
Q3
$61K Buy
2023
Q2
$60K Sell
2023
Q1
$84K Buy
2022
Q4
$34K Buy
2022
Q3
$30K Sell
2022
Q2
$128K Buy
2022
Q1
$109K Buy
2021
Q4
$29K Buy