Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$131K Sell
2025
Q2
$144K Sell
2025
Q1
$143K Sell
2024
Q4
$132K Sell
2024
Q3
$135K Buy
2024
Q2
$69.9K Hold
2024
Q1
$80K Hold
2023
Q4
$64K Hold
2023
Q3
$62.6K Hold
2023
Q2
$65.8K Hold
2023
Q1
$69.1K Hold
2022
Q4
$62.4K Buy