Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Sell
2025
Q2
$132K Buy
2025
Q1
$129K Hold
2024
Q4
$117K Hold
2024
Q3
$129K Buy
2024
Q2
$113K Buy
2024
Q1
$103K Hold
2023
Q4
$107K Buy
2023
Q3
$105K Hold
2023
Q2
$102K Hold
2023
Q1
$103K Buy
2022
Q4
$98.8K Hold
2022
Q3
$75K Buy