Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71K Buy
2025
Q2
$72K Sell
2025
Q1
$61K Sell
2024
Q4
$84K Sell
2024
Q3
$67K Buy
2024
Q2
$50K Buy
2024
Q1
$51K Buy
2023
Q4
$58K Buy
2023
Q3
$13K Hold
2023
Q2
$14K Sell
2023
Q1
$23K Sell
2022
Q4
$23K Buy
2022
Q3
$20K Buy
2022
Q2
$17K Sell
2022
Q1
$35K Buy
2021
Q4
$11K Buy