Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Hold
2025
Q2
$209K Sell
2025
Q1
$176K Hold
2024
Q4
$278K Hold
2024
Q3
$231K Hold
2024
Q2
$195K Buy
2024
Q1
$180K Hold
2023
Q4
$143K Buy
2023
Q3
$62.8K Buy
2023
Q2
$124K Hold
2023
Q1
$142K Sell
2022
Q4
$232K Sell
2022
Q3
$328K Hold
2022
Q2
$280K Buy
2022
Q1
$120K Buy