Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$164K Buy
2025
Q2
$108K Buy
2025
Q1
$95.4K Sell
2024
Q4
$94.2K Buy
2024
Q3
$91.7K Sell
2024
Q2
$77.5K Hold
2024
Q1
$76.2K Sell
2023
Q4
$64.3K Buy
2023
Q3
$43K Buy
2023
Q2
$41.2K Buy
2023
Q1
$40.2K Sell
2022
Q4
$39.4K Buy
2022
Q3
$37K Hold
2022
Q2
$37K Buy
2021
Q4
$60K Sell
2021
Q3
$223K Sell
2021
Q2
$226K Sell
2021
Q1
$202K Buy