Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$92.8K Hold
2025
Q2
$91.8K Sell
2025
Q1
$78.5K Sell
2024
Q4
$125K Hold
2024
Q3
$104K Buy
2024
Q2
$87.2K Sell
2024
Q1
$111K Sell
2023
Q4
$88.4K Buy
2023
Q3
$52.6K Buy
2023
Q2
$104K Hold
2023
Q1
$120K Hold
2022
Q4
$132K Hold
2022
Q3
$142K Hold
2022
Q2
$121K Hold
2022
Q1
$78K Buy