Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$169K Hold
2025
Q2
$140K Buy
2025
Q1
$106K Hold
2024
Q4
$98K Hold
2024
Q3
$120K Sell
2024
Q2
$140K Sell
2024
Q1
$133K Hold
2023
Q4
$110K Buy
2023
Q3
$80.2K Hold
2023
Q2
$84.8K Buy
2023
Q1
$65.4K Buy
2022
Q4
Sell
2022
Q3
$58K Buy
2022
Q2
$60K Sell
2022
Q1
$83K Sell
2021
Q4
$181K Buy
2021
Q3
$141K Hold
2021
Q2
$136K Buy
2021
Q1
$138K Buy