Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Hold
2025
Q2
$98.1K Sell
2025
Q1
$111K Sell
2024
Q4
$108K Buy
2024
Q3
$82.7K Sell
2024
Q2
$83.1K Buy
2024
Q1
$62.2K Hold
2023
Q4
$53.7K Hold
2023
Q3
$44K Hold
2023
Q2
$43.6K Hold
2023
Q1
$42.2K Hold
2022
Q4
$38.6K Hold
2022
Q3
$34K Hold
2022
Q2
$41K Hold
2022
Q1
$50K Hold
2021
Q4
$57K Buy