Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$93.2K Sell
2025
Q2
$243K Buy
2025
Q1
$153K Hold
2024
Q4
$177K Sell
2024
Q3
$368K Sell
2024
Q2
$261K Hold
2024
Q1
$210K Hold
2023
Q4
$184K Sell
2023
Q3
$207K Hold
2023
Q2
$167K Sell
2023
Q1
$209K Sell
2022
Q4
$232K Hold
2022
Q3
$218K Hold
2022
Q2
$201K Hold
2022
Q1
$256K Sell
2021
Q4
$316K Hold
2021
Q3
$279K Buy
2021
Q2
$39K Buy