Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$112K Sell
2025
Q2
$105K Buy
2025
Q1
$81.5K Buy
2024
Q4
$57K Buy
2024
Q3
$26.1K Buy
2024
Q2
$4.42K Buy
2024
Q1
$964 Buy
2023
Q4
Sell
2023
Q3
$3.72K Hold
2023
Q2
$5.48K Hold
2023
Q1
$5.2K Hold
2022
Q4
$4K Sell
2022
Q3
$6K Sell
2022
Q2
$8K Sell
2022
Q1
$22K Sell
2021
Q4
$22K Buy