Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$109K Buy
2025
Q2
$92K Sell
2025
Q1
$352K Buy
2024
Q4
$109K Buy
2024
Q3
$62K Hold
2024
Q2
$78K Sell
2024
Q1
$114K Buy
2023
Q4
$78K Buy
2023
Q3
$14K Hold
2023
Q2
$12K Sell
2023
Q1
$16K Hold
2022
Q4
$13K Buy
2022
Q3
$8K Buy
2022
Q2
$11K Buy
2022
Q1
$15K Sell
2021
Q4
$62K Buy