Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71.5K Sell
2025
Q2
$128K Hold
2025
Q1
$137K Hold
2024
Q4
$158K Sell
2024
Q3
$199K Sell
2024
Q2
$221K Hold
2024
Q1
$213K Hold
2023
Q4
$186K Hold
2023
Q3
$195K Hold
2023
Q2
$182K Hold
2023
Q1
$168K Hold
2022
Q4
$127K Buy
2022
Q3
$94K Buy
2022
Q2
$139K Buy
2022
Q1
$140K Hold
2021
Q4
$156K Buy