Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$36K Sell
2025
Q2
$35K Sell
2025
Q1
$35K Buy
2024
Q4
$40K Buy
2024
Q3
$34K Sell
2024
Q2
$31K Buy
2024
Q1
$26K Sell
2023
Q4
$27K Sell
2023
Q3
$24K Sell
2023
Q2
$27K Sell
2023
Q1
$29K Sell
2022
Q4
$29K Buy
2022
Q3
$28K Sell
2022
Q2
$28K Sell
2022
Q1
$33K Sell
2021
Q4
$105K Buy