Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$130K Buy
2025
Q2
$112K Sell
2025
Q1
$116K Buy
2024
Q4
$97.1K Buy
2024
Q3
$111K Buy
2024
Q2
$79.8K Buy
2024
Q1
$80.6K Sell
2023
Q4
$85.7K Hold
2023
Q3
$75.8K Hold
2023
Q2
$63.7K Hold
2023
Q1
$68.5K Hold
2022
Q4
$74K Hold
2022
Q3
$70K Hold
2022
Q2
$69K Hold
2022
Q1
$64K Hold
2021
Q4
$64K Hold
2021
Q3
$59K Buy