Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14K Hold
2025
Q2
$13K Buy
2022
Q4
Sell
2022
Q3
$55K Hold
2022
Q2
$65K Hold
2022
Q1
$72K Buy
2021
Q1
Sell
2020
Q4
$33K Buy