Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$113K Hold
2025
Q2
$119K Sell
2025
Q1
$96.4K Hold
2024
Q4
$119K Buy
2024
Q3
$113K Hold
2024
Q2
$105K Hold
2024
Q1
$109K Sell
2023
Q4
$91.6K Hold
2023
Q3
$79.7K Hold
2023
Q2
$76K Hold
2023
Q1
$64.9K Hold
2022
Q4
$59K Hold
2022
Q3
$52K Hold
2022
Q2
$48K Hold
2022
Q1
$56K Hold
2021
Q4
$56K Hold
2021
Q3
$65K Buy