Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$105K Hold
2025
Q2
$82.8K Hold
2025
Q1
$87.7K Hold
2024
Q4
$132K Hold
2024
Q3
$121K Hold
2024
Q2
$98K Hold
2024
Q1
$98.9K Hold
2023
Q4
$83K Buy
2023
Q3
Sell
2023
Q2
$71K Hold
2023
Q1
$72.4K Hold
2022
Q4
$56.4K Hold
2022
Q3
$40K Hold
2022
Q2
$41K Hold
2022
Q1
$42K Hold
2021
Q4
$59K Buy
2021
Q3
Sell
2021
Q2
$47K Buy