Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27K Buy
2024
Q4
Sell
2024
Q3
$39K Sell
2024
Q2
$55K Buy
2022
Q4
Sell
2022
Q3
$511K Hold
2022
Q2
$505K Hold
2022
Q1
$503K Hold
2021
Q4
$498K Buy