Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$148K Sell
2025
Q2
$103K Sell
2025
Q1
$107K Sell
2024
Q4
$128K Sell
2024
Q3
$162K Sell
2024
Q2
$162K Sell
2024
Q1
$538K Buy
2023
Q4
$326K Buy
2023
Q3
$295K Buy
2023
Q2
$324K Buy
2023
Q1
$3.6K Hold
2022
Q4
$3.26K Hold
2022
Q3
$3K Hold
2022
Q2
$3K Hold
2022
Q1
$4K Sell
2021
Q4
$8K Hold
2021
Q3
$8K Hold
2021
Q2
$8K Buy