Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$115K Hold
2025
Q2
$125K Hold
2025
Q1
$120K Hold
2024
Q4
$124K Hold
2024
Q3
$110K Hold
2024
Q2
$97.5K Hold
2024
Q1
$114K Sell
2023
Q4
$104K Hold
2023
Q3
$84.2K Sell
2023
Q2
$79.8K Sell
2023
Q1
$72.5K Hold
2022
Q4
$57.6K Sell
2022
Q3
$583K Sell
2022
Q2
$1.45M Buy