Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$167K Hold
2025
Q2
$170K Buy
2025
Q1
$102K Sell
2024
Q4
$252K Buy
2024
Q3
$293K Sell
2024
Q2
$272K Buy
2024
Q1
$427K Hold
2023
Q4
$360K Buy
2023
Q3
$92.6K Sell
2023
Q2
$120K Buy
2023
Q1
$39.5K Buy
2022
Q4
$24.3K Hold
2022
Q3
$28K Sell
2022
Q2
$41K Buy
2022
Q1
$32K Buy