Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10K Hold
2025
Q2
$8K Sell
2025
Q1
$19K Hold
2024
Q4
$23K Sell
2024
Q3
$55K Hold
2024
Q2
$55K Hold
2024
Q1
$43K Buy
2023
Q4
$21K Hold
2023
Q3
$17K Hold
2023
Q2
$20K Hold
2023
Q1
$19K Buy
2022
Q4
$7K Buy