Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18K Buy
2025
Q2
$18K Sell
2025
Q1
$110K Buy
2024
Q4
$75K Sell
2024
Q3
$237K Hold
2024
Q2
$206K Buy
2024
Q1
$204K Buy
2023
Q4
$136K Buy
2023
Q3
$108K Buy
2023
Q2
$116K Sell
2023
Q1
$207K Sell
2022
Q4
$299K Buy
2022
Q3
$111K Sell
2022
Q2
$158K Sell
2022
Q1
$237K Buy
2021
Q4
$53K Buy