Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94.6K Sell
2025
Q2
$103K Sell
2025
Q1
$91K Buy
2024
Q4
$99.7K Buy
2024
Q3
$89.9K Hold
2024
Q2
$99.8K Hold
2024
Q1
$117K Hold
2023
Q4
$137K Buy
2023
Q3
Sell
2023
Q2
$90.4K Hold
2023
Q1
$91K Hold
2022
Q4
$78.6K Hold
2022
Q3
$98K Hold
2022
Q2
$88K Hold
2022
Q1
$100K Buy