Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$42K Sell
2025
Q2
$61K Sell
2025
Q1
$66K Buy
2024
Q4
$23K Sell
2024
Q3
$35K Buy
2024
Q2
$21K Buy
2024
Q1
$20K Buy
2023
Q4
$17K Buy
2023
Q3
$14K Buy
2023
Q2
$13K Hold
2023
Q1
$12K Sell
2022
Q4
$39K Buy
2022
Q3
$32K Sell
2022
Q2
$105K Sell
2022
Q1
$123K Buy
2021
Q4
$58K Buy