Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$161K Hold
2025
Q2
$184K Sell
2025
Q1
$181K Sell
2024
Q4
$163K Sell
2024
Q3
$180K Hold
2024
Q2
$174K Sell
2024
Q1
$169K Sell
2023
Q4
$155K Buy
2023
Q3
$103K Hold
2023
Q2
$103K Buy
2023
Q1
$99.6K Buy
2022
Q4
$14.7K Buy