Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$95K Buy
2025
Q2
$115K Buy
2025
Q1
$85.3K Sell
2024
Q4
$94.3K Buy
2024
Q3
$72.8K Sell
2024
Q2
$105K Buy
2024
Q1
$101K Hold
2023
Q4
$73.8K Hold
2023
Q3
$75.7K Buy
2023
Q2
$82.2K Buy
2022
Q4
Sell
2022
Q3
$0 Buy