Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Sell
2025
Q2
$360K Buy
2025
Q1
$339K Sell
2024
Q4
$408K Buy
2024
Q3
$337K Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$54.6K Buy
2023
Q2
$56.2K Buy
2023
Q1
$47.8K Sell
2022
Q4
$66.7K Sell
2022
Q3
$295K Buy
2022
Q2
Sell
2022
Q1
$308K Sell
2021
Q4
$865K Buy
2021
Q3
$265K Buy