Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$51K Buy
2024
Q2
Sell
2024
Q1
$10K Buy
2023
Q4
$12K Buy
2023
Q2
Sell
2023
Q1
$27K Sell
2022
Q4
$32K Buy
2022
Q3
$19K Buy
2022
Q2
$17K Buy
2022
Q1
Sell
2021
Q4
$36K Buy
2021
Q3
$40K Buy