Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Sell
2025
Q2
$283K Buy
2025
Q1
$209K Hold
2024
Q4
$188K Buy
2024
Q3
$160K Hold
2024
Q2
$153K Hold
2024
Q1
$162K Hold
2023
Q4
$151K Sell
2023
Q3
$138K Hold
2023
Q2
$143K Buy
2023
Q1
$108K Hold
2022
Q4
$99.8K Hold
2022
Q3
$99.8K Buy