Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$133K Buy
2025
Q2
$130K Sell
2025
Q1
$136K Buy
2024
Q4
$106K Sell
2024
Q3
$132K Buy
2024
Q2
$126K Buy
2024
Q1
$54.2K Buy
2023
Q2
Sell
2023
Q1
$876 Buy
2022
Q4
Sell
2022
Q3
$12K Buy
2022
Q2
Sell
2022
Q1
$2K Hold
2021
Q4
$2K Buy
2020
Q4
Sell
2020
Q3
$1K Buy