Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$115K Sell
2025
Q1
$94.5K Sell
2024
Q4
$93.9K Hold
2024
Q3
$115K Hold
2024
Q2
$121K Sell
2024
Q1
$105K Sell
2023
Q4
$91.7K Hold
2023
Q3
$71K Hold
2023
Q2
$75K Hold
2023
Q1
$62K Sell
2022
Q4
$61.5K Hold
2022
Q3
$49K Hold
2022
Q2
$52K Sell
2022
Q1
$82K Sell
2021
Q4
$98K Buy