Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$152K Buy
2025
Q2
$154K Sell
2025
Q1
$138K Sell
2024
Q4
$143K Hold
2024
Q3
$127K Sell
2024
Q2
$122K Buy
2024
Q1
$9K Hold
2023
Q4
$11K Hold
2023
Q3
$8K Sell
2023
Q2
$15K Sell
2023
Q1
$102K Sell
2022
Q4
$116K Buy
2022
Q3
$85K Sell
2022
Q2
$96K Buy
2022
Q1
$15K Buy
2021
Q4
$9K Buy