Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$187K Sell
2025
Q2
$150K Sell
2025
Q1
$142K Hold
2024
Q4
$140K Hold
2024
Q3
$107K Hold
2024
Q2
$90.3K Hold
2024
Q1
$93K Hold
2023
Q4
$111K Hold
2023
Q3
$70K Buy
2023
Q2
$19K Hold
2023
Q1
$22K Hold
2022
Q4
$14K Buy
2022
Q3
$16K Hold
2022
Q2
$15K Hold
2022
Q1
$21K Buy
2021
Q4
$31K Buy