Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$68.1K Hold
2025
Q2
$69.8K Hold
2025
Q1
$68.2K Hold
2024
Q4
$54.9K Hold
2024
Q3
$53K Hold
2024
Q2
$46.1K Buy
2024
Q1
Sell
2023
Q4
$229K Sell
2023
Q3
$427K Sell
2023
Q2
$459K Buy
2023
Q1
$541K Sell
2022
Q4
$520K Sell
2022
Q3
$488K Buy
2022
Q2
$657K Sell
2022
Q1
$770K Sell
2021
Q4
$804K Buy