Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Hold
2025
Q2
$105K Sell
2025
Q1
$90.1K Buy
2024
Q4
$84.2K Sell
2024
Q3
$172K Buy
2024
Q2
$91.5K Buy
2024
Q1
$60K Sell
2023
Q4
$95K Buy
2023
Q3
$67K Buy
2023
Q2
$70K Sell
2023
Q1
$95K Sell
2022
Q4
$88K Buy
2022
Q3
$59K Sell
2022
Q2
$66K Buy