Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Buy
2025
Q2
$124K Sell
2025
Q1
$121K Hold
2024
Q4
$111K Sell
2024
Q3
$108K Sell
2024
Q2
$100K Buy
2024
Q1
$92.6K Buy
2023
Q4
$64.6K Hold
2023
Q3
$54.1K Buy
2023
Q2
$42.1K Buy
2023
Q1
$35.8K Buy
2022
Q4
$23K Sell
2022
Q3
$23K Hold
2022
Q2
$23K Buy
2021
Q4
$40K Sell
2021
Q3
$45K Buy
2021
Q2
$34K Buy
2021
Q1
$25K Buy