Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$103K Hold
2025
Q1
$108K Hold
2024
Q4
$111K Sell
2024
Q3
$153K Hold
2024
Q2
$154K Hold
2024
Q1
$152K Buy
2023
Q4
$5.04K Sell
2023
Q3
$214K Hold
2023
Q2
$272K Hold
2023
Q1
$306K Hold
2022
Q4
$263K Sell
2022
Q3
$196K Hold
2022
Q2
$139K Hold
2022
Q1
$218K Hold
2021
Q4
$365K Buy
2021
Q3
$403K Buy
2021
Q2
$326K Hold
2021
Q1
$225K Buy