Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Sell
2025
Q2
$231K Buy
2025
Q1
$93K Hold
2024
Q4
$78.9K Hold
2024
Q3
$87.7K Sell
2024
Q2
$78.4K Buy
2024
Q1
$81.5K Sell
2023
Q4
$68.2K Hold
2023
Q3
$71.4K Hold
2023
Q2
$64.5K Sell
2023
Q1
$83.3K Hold
2022
Q4
$87K Hold
2022
Q3
$73K Buy
2022
Q2
$64K Hold
2022
Q1
$68K Buy
2021
Q4
$43K Hold
2021
Q3
$35K Hold
2021
Q2
$36K Buy