Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$37K Buy
2024
Q1
Sell
2023
Q4
$22K Hold
2023
Q3
$23K Hold
2023
Q2
$29K Sell
2023
Q1
$114K Buy
2022
Q4
$11K Sell
2022
Q3
$25K Hold
2022
Q2
$25K Hold
2022
Q1
$45K Hold
2021
Q4
$35K Sell
2021
Q3
$335K Buy
2021
Q2
$156K Buy
2021
Q1
$16K Buy