Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$242K Buy
2025
Q1
$187K Buy
2024
Q4
$209K Buy
2024
Q3
$85.2K Hold
2024
Q2
$86.4K Buy
2024
Q1
$69.8K Buy
2023
Q4
$6K Buy
2023
Q1
Sell
2022
Q4
$1K Buy
2022
Q3
$0 Buy