Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$9K Buy
2024
Q4
Sell
2024
Q3
$19K Hold
2024
Q2
$17K Sell
2024
Q1
$22K Sell
2023
Q4
$25K Buy
2023
Q3
$1K Buy
2023
Q2
Sell
2023
Q1
$62K Sell
2022
Q4
$103K Buy
2022
Q3
$67K Hold
2022
Q2
$64K Buy