Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$23K Hold
2025
Q2
$20K Sell
2025
Q1
$66K Sell
2024
Q4
$226K Hold
2024
Q3
$254K Hold
2024
Q2
$201K Hold
2024
Q1
$203K Sell
2023
Q4
$257K Hold
2023
Q3
$222K Hold
2023
Q2
$197K Hold
2023
Q1
$183K Buy