Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$72K Sell
2025
Q2
$163K Buy
2025
Q1
$90K Sell
2024
Q4
$135K Buy
2024
Q3
$95K Hold
2024
Q2
$89K Hold
2024
Q1
$79 Hold
2023
Q4
$84K Sell
2023
Q3
$92K Buy
2023
Q2
$79K Buy
2023
Q1
$54K Sell
2022
Q4
$76K Hold
2022
Q3
$62K Sell
2022
Q2
$62K Buy
2022
Q1
$77K Sell
2021
Q4
$991K Buy