Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$177K Hold
2025
Q2
$169K Hold
2025
Q1
$132K Hold
2024
Q4
$109K Hold
2024
Q3
$136K Sell
2024
Q2
$137K Sell
2024
Q1
$196K Sell
2023
Q4
$190K Sell
2023
Q3
$150K Buy
2023
Q2
$96.8K Buy
2023
Q1
$62.7K Buy
2022
Q4
$32.4K Sell
2022
Q3
$37K Buy
2022
Q2
$28K Buy
2022
Q1
$27K Buy
2021
Q4
$1K Buy