Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9K Sell
2025
Q2
$13K Buy
2025
Q1
$9K Sell
2024
Q4
$22K Sell
2024
Q3
$58K Buy
2024
Q2
$33K Buy
2024
Q1
$44K Buy
2023
Q4
$11K Sell
2023
Q3
$19K Sell
2023
Q2
$87K Buy
2023
Q1
$72K Buy
2022
Q4
$50K Sell
2022
Q3
$39K Buy
2022
Q2
$9K Hold
2022
Q1
$10K Buy
2021
Q4
$5K Buy