Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$75K Hold
2025
Q2
$75K Hold
2025
Q1
$78K Sell
2024
Q4
$110K Sell
2024
Q3
$208K Sell
2024
Q2
$246K Sell
2024
Q1
$237K Sell
2023
Q4
$236K Sell
2023
Q3
$339K Sell
2023
Q2
$324K Hold
2023
Q1
$326K Sell
2022
Q4
$317K Sell
2022
Q3
$289K Hold
2022
Q2
$304K Sell
2022
Q1
$346K Buy