Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$35K Buy
2025
Q2
$29K Buy
2024
Q2
Sell
2024
Q1
$63K Hold
2023
Q4
$62K Hold
2023
Q3
$55K Buy
2023
Q1
Sell
2022
Q4
$108K Buy
2022
Q3
$52K Hold
2022
Q2
$51K Hold
2022
Q1
$53K Buy
2021
Q4
$40K Hold
2021
Q3
$38K Hold
2021
Q2
$41K Hold
2021
Q1
$42K Hold
2020
Q4
$31K Hold
2020
Q3
$27K Buy