Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$179K Hold
2025
Q2
$184K Sell
2025
Q1
$243K Buy
2024
Q4
$255K Buy
2024
Q3
$158K Buy
2024
Q2
$43.9K Hold
2024
Q1
$43.9K Buy
2023
Q4
$34K Sell
2023
Q3
$37K Buy
2023
Q2
Sell
2023
Q1
$128K Buy
2022
Q4
$70K Buy
2022
Q3
$1K Buy
2022
Q2
$1K Buy