Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5K Hold
2025
Q2
$4K Sell
2025
Q1
$67K Hold
2024
Q4
$57K Hold
2024
Q3
$62K Hold
2024
Q2
$71K Hold
2024
Q1
$73K Hold
2023
Q4
$70K Hold
2023
Q3
$77K Hold
2023
Q2
$70K Hold
2023
Q1
$75K Hold
2022
Q4
$69K Hold
2022
Q3
$56K Hold
2022
Q2
$56K Hold
2022
Q1
$58K Hold
2021
Q4
$53K Sell
2021
Q3
$64K Buy
2021
Q2
$58K Buy