Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$169K Buy
2024
Q3
Sell
2024
Q2
$86.7K Sell
2024
Q1
$100K Buy
2023
Q4
Sell
2023
Q3
$4.95K Hold
2023
Q2
$5.75K Sell
2023
Q1
$24.4K Sell
2022
Q4
$28.3K Hold
2022
Q3
$26K Buy
2022
Q2
$25K Buy
2021
Q3
Sell
2021
Q2
$4K Sell
2021
Q1
$24K Hold
2020
Q4
$22K Sell
2020
Q3
$24K Buy