Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5K Buy
2025
Q2
Sell
2025
Q1
$6K Buy
2024
Q1
Sell
2023
Q4
$33K Sell
2023
Q3
$28K Hold
2023
Q2
$28K Hold
2023
Q1
$24K Hold
2022
Q4
$24K Hold
2022
Q3
$20K Hold
2022
Q2
$20K Hold
2022
Q1
$22K Hold
2021
Q4
$29K Buy
2021
Q3
$20K Buy