Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$155K Sell
2025
Q2
$140K Buy
2025
Q1
$113K Sell
2024
Q4
$152K Buy
2024
Q3
$159K Buy
2024
Q2
$165K Sell
2024
Q1
$176K Buy
2023
Q4
$113K Hold
2023
Q3
$97.2K Hold
2023
Q2
$97.9K Hold
2023
Q1
$81.8K Hold
2022
Q4
$76.9K Buy