Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Hold
2025
Q2
$94K Sell
2025
Q1
$123K Sell
2024
Q4
$170K Sell
2024
Q3
$164K Sell
2024
Q2
$181K Sell
2024
Q1
$226K Buy
2023
Q4
$160K Hold
2023
Q3
$146K Hold
2023
Q2
$125K Buy
2023
Q1
$36.7K Buy
2022
Q4
$27.7K Buy
2022
Q3
$25K Hold
2022
Q2
$24K Buy
2022
Q1
$2K Hold
2021
Q4
$3K Hold
2021
Q3
$2K Buy