Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$132K Buy
2025
Q2
$98.9K Sell
2025
Q1
$86.3K Sell
2024
Q4
$118K Sell
2024
Q3
$131K Buy
2024
Q2
Sell
2024
Q1
$95.6K Buy
2023
Q4
$75K Hold
2023
Q3
$63.7K Hold
2023
Q2
$89.3K Hold
2023
Q1
$66.8K Sell
2022
Q4
$129K Sell
2022
Q3
$193K Hold
2022
Q2
$213K Buy