Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$288K Sell
2025
Q2
$333K Buy
2025
Q1
$59.7K Hold
2024
Q4
$50.9K Hold
2024
Q3
$51.3K Hold
2024
Q2
$46K Sell
2024
Q1
$60.5K Sell
2023
Q4
$55.7K Hold
2023
Q3
$51.7K Hold
2023
Q2
$58.2K Sell
2023
Q1
$58K Hold
2022
Q4
$61K Hold
2022
Q3
$55K Buy
2022
Q2
$49K Hold
2022
Q1
$53K Sell
2021
Q4
$77K Buy
2021
Q3
$59K Hold
2021
Q2
$58K Buy
2021
Q1
$24K Buy