Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$166K Buy
2025
Q1
$116K Sell
2024
Q4
$104K Buy
2024
Q3
$66.9K Hold
2024
Q2
$64.4K Sell
2024
Q1
$63.6K Hold
2023
Q4
$65.5K Buy
2023
Q3
$60.4K Hold
2023
Q2
$60.6K Hold
2023
Q1
$52.2K Hold
2022
Q4
$48K Sell
2022
Q3
$41K Buy
2022
Q2
$43K Sell
2022
Q1
$111K Buy
2021
Q4
$97K Hold
2021
Q3
$84K Sell
2021
Q2
$118K Hold
2021
Q1
$96K Sell
2020
Q4
$92K Buy