Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$165K Buy
2025
Q2
$155K Buy
2025
Q1
$140K Sell
2024
Q4
$154K Sell
2024
Q3
$159K Sell
2024
Q2
$152K Buy
2024
Q1
$165K Buy
2023
Q4
$150K Buy
2023
Q3
$115K Buy
2023
Q2
$98.1K Buy
2023
Q1
$116K Hold
2022
Q4
$96.3K Buy
2022
Q3
$80K Hold
2022
Q2
$80K Buy
2021
Q4
$118K Sell
2021
Q3
$199K Buy
2021
Q2
$168K Buy
2021
Q1
$128K Buy