Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Buy
2025
Q2
$168K Buy
2025
Q1
$150K Hold
2024
Q4
$132K Buy
2024
Q3
$71.8K Sell
2024
Q2
$80.2K Sell
2024
Q1
$83.3K Hold
2023
Q4
$85.8K Hold
2023
Q3
$73.5K Hold
2023
Q2
$78.6K Hold
2023
Q1
$82.5K Sell
2022
Q4
$97.1K Buy
2022
Q3
$87K Buy
2022
Q2
$68K Sell
2022
Q1
$117K Hold
2021
Q4
$139K Buy