Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$759 Hold
2025
Q2
$738 Hold
2025
Q1
$615 Buy
2024
Q4
$280 Sell
2024
Q3
$723 Hold
2024
Q2
$585 Buy
2024
Q1
$283 Buy
2022
Q1
Sell
2021
Q4
$5K Hold
2021
Q3
$4K Hold
2021
Q2
$5K Hold
2021
Q1
$5K Hold
2020
Q4
$5K Hold
2020
Q3
$4K Hold
2020
Q2
$4K Hold
2020
Q1
$4K Buy