Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Hold
2025
Q2
$129K Sell
2025
Q1
$121K Hold
2024
Q4
$120K Sell
2024
Q3
$108K Sell
2024
Q2
$104K Buy
2024
Q1
$30K Buy
2023
Q4
Sell
2023
Q3
$47.8K Buy
2022
Q1
Sell
2021
Q4
$27K Sell
2021
Q3
$31K Buy
2021
Q2
$16K Buy
2021
Q1
$2K Hold
2020
Q4
$2K Buy