Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$111K Hold
2025
Q2
$104K Hold
2025
Q1
$118K Hold
2024
Q4
$131K Hold
2024
Q3
$150K Sell
2024
Q2
$292K Buy
2024
Q1
$155K Sell
2023
Q4
$257K Hold
2023
Q3
$243K Buy
2023
Q2
$240K Sell
2023
Q1
$882K Buy
2022
Q4
$229K Buy