Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$105K Buy
2025
Q2
Sell
2025
Q1
$74.6K Buy
2024
Q4
$75.9K Buy
2024
Q3
$72K Hold
2024
Q2
$65.5K Sell
2024
Q1
$69.5K Buy
2023
Q4
$66.4K Buy
2023
Q3
$60.3K Buy
2023
Q2
$60.7K Hold
2023
Q1
$63K Hold
2022
Q4
$64.4K Buy
2022
Q3
$44K Hold
2022
Q2
$44K Hold
2022
Q1
$50K Sell
2021
Q4
$40K Buy