Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$40K Buy
2024
Q2
Sell
2024
Q1
$15K Buy
2023
Q4
$17K Sell
2023
Q3
$38K Buy
2023
Q2
$42K Buy
2023
Q1
$34K Buy
2022
Q4
$39K Hold
2022
Q3
$33K Hold
2022
Q2
$32K Buy
2022
Q1
$40K Sell
2021
Q4
$54K Buy
2021
Q3
$85K Buy
2021
Q2
$83K Buy
2021
Q1
$38K Buy
2020
Q4
$38K Buy