Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$65.3K Sell
2025
Q2
$29.8K Buy
2025
Q1
$15.6K Sell
2024
Q4
$222K Sell
2024
Q3
$296K Sell
2024
Q2
$284K Buy
2024
Q1
$35.9K Sell
2023
Q4
$47.2K Buy
2023
Q3
$37.5K Hold
2023
Q2
$24.4K Hold
2023
Q1
$39.6K Sell
2022
Q4
$62.1K Hold
2022
Q3
$63K Buy