Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40K Buy
2025
Q2
$43K Buy
2025
Q1
$43K Buy
2024
Q4
$35K Sell
2024
Q3
$55K Sell
2024
Q2
$55K Buy
2024
Q1
$50K Buy
2023
Q4
$33K Sell
2023
Q3
$41K Buy
2023
Q2
$25K Sell
2023
Q1
$61K Sell
2022
Q4
$69K Buy
2022
Q3
$55K Buy
2022
Q2
$26K Sell
2022
Q1
$63K Buy
2021
Q4
$58K Buy