Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$251K Sell
2025
Q1
$278K Hold
2024
Q4
$306K Hold
2024
Q3
$282K Sell
2024
Q2
$467K Hold
2024
Q1
$562K Hold
2023
Q4
$443K Hold
2023
Q3
$386K Buy
2023
Q2
$71.5K Sell
2023
Q1
$64K Sell
2022
Q4
$57.7K Hold
2022
Q3
$49K Hold
2022
Q2
$48K Buy
2022
Q1
Sell
2021
Q4
$54K Sell
2021
Q3
$96K Buy
2021
Q2
$58K Buy