Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Buy
2025
Q2
$189K Sell
2025
Q1
$222K Buy
2024
Q4
$190K Sell
2024
Q3
$316K Buy
2024
Q2
$269K Buy
2024
Q1
$226K Buy
2023
Q4
$99K Buy
2023
Q3
$10K Sell
2023
Q2
$12K Sell
2023
Q1
$10K Sell
2022
Q4
$10K Buy
2022
Q3
$5K Buy
2022
Q2
$0 Sell
2022
Q1
$0 Hold
2021
Q4
$0 Buy