Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$75K Hold
2025
Q2
$94K Hold
2025
Q1
$107K Buy
2024
Q4
$117K Buy
2024
Q3
$67K Hold
2024
Q2
$51K Buy
2024
Q1
$46K Sell
2023
Q4
$150K Buy
2023
Q3
$102K Buy
2023
Q2
$97K Buy
2023
Q1
$90K Sell
2022
Q4
$57K Hold
2022
Q3
$43K Buy
2022
Q2
$33K Buy
2022
Q1
$53K Buy