Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Buy
2025
Q2
$104K Buy
2025
Q1
$50.2K Hold
2024
Q4
$58.8K Sell
2024
Q3
$78.5K Hold
2024
Q2
$67.4K Hold
2024
Q1
$64.8K Hold
2023
Q4
$56K Buy
2023
Q3
$23.9K Hold
2023
Q2
$25.4K Hold
2023
Q1
$22.3K Hold
2022
Q4
$18.4K Buy
2022
Q3
$4K Buy
2022
Q1
Sell
2021
Q4
$12K Hold
2021
Q3
$10K Buy