Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$69.7K Hold
2025
Q2
$62.1K Sell
2025
Q1
$67.7K Sell
2024
Q4
$113K Buy
2024
Q3
$137K Buy
2024
Q2
$129K Buy
2024
Q1
$143K Buy
2023
Q4
$124K Buy
2023
Q3
$117K Hold
2023
Q2
$115K Sell
2023
Q1
$118K Buy
2022
Q4
$115K Sell
2022
Q3
$206K Hold
2022
Q2
$379K Sell
2022
Q1
$398K Sell
2021
Q4
$406K Buy