Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17K Sell
2025
Q2
$38K Buy
2025
Q1
$14K Sell
2024
Q4
$25K Sell
2024
Q3
$66K Sell
2024
Q2
$57K Buy
2024
Q1
$64K Buy
2023
Q4
$47K Sell
2023
Q3
$42K Sell
2023
Q2
$65K Buy
2023
Q1
$9K Sell
2022
Q4
$8K Sell
2022
Q3
$53K Buy
2022
Q2
Sell
2022
Q1
$0 Hold
2021
Q4
$0 Buy