Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$14.5K Sell
2025
Q1
$18.8K Buy
2024
Q4
$18K Buy
2024
Q3
$12.2K Buy
2024
Q2
$10.7K Sell
2024
Q1
$11.5K Buy
2023
Q4
$12.1K Buy
2022
Q4
Sell
2022
Q3
$10K Sell
2022
Q2
$16K Hold
2022
Q1
$19K Hold
2021
Q4
$19K Buy