Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Buy
2025
Q2
$109K Sell
2025
Q1
$171K Buy
2024
Q4
$131K Hold
2024
Q3
$149K Buy
2024
Q2
$128K Buy
2024
Q1
$141K Buy
2023
Q4
$116K Buy
2023
Q3
$75K Buy
2023
Q2
$61K Buy
2023
Q1
$14K Hold
2022
Q4
$13K Hold
2022
Q3
$12K Sell
2022
Q2
$108K Sell
2022
Q1
$131K Buy
2021
Q4
$72K Buy