Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Buy
2025
Q2
Sell
2025
Q1
$67.6K Hold
2024
Q4
$62.9K Buy
2024
Q3
$67.6K Hold
2024
Q2
$54K Hold
2024
Q1
$51.9K Buy
2023
Q4
$46.1K Hold
2023
Q3
$42.9K Hold
2023
Q2
$39K Hold
2023
Q1
$36.1K Hold
2022
Q4
$40.2K Buy
2022
Q3
$26K Hold
2022
Q2
$25K Hold
2022
Q1
$30K Sell
2021
Q4
$1M Buy