Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$455K Sell
2025
Q2
$706K Buy
2025
Q1
$100K Buy
2024
Q4
$5.1K Hold
2024
Q3
$6.44K Hold
2024
Q2
$6.29K Hold
2024
Q1
$7.08K Hold
2023
Q4
$5.96K Hold
2023
Q3
$4.34K Hold
2023
Q2
$4.16K Sell
2023
Q1
$5.28K Sell
2022
Q4
$27.7K Sell
2022
Q3
$30K Sell
2022
Q2
$30K Sell
2022
Q1
$66K Buy
2021
Q4
$6K Sell
2021
Q3
$2.12M Buy