Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Hold
2025
Q2
$141K Hold
2025
Q1
$128K Hold
2024
Q4
$117K Hold
2024
Q3
$123K Buy
2024
Q2
$95.6K Hold
2024
Q1
$93.9K Hold
2023
Q4
$74.7K Hold
2023
Q3
$78.5K Hold
2023
Q2
$77.5K Hold
2023
Q1
$81.3K Hold
2022
Q4
$73.8K Hold
2022
Q3
$66K Buy
2022
Q2
Sell
2022
Q1
$204K Buy
2021
Q4
Sell
2021
Q3
$215K Buy