Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$142K Buy
2025
Q2
$134K Buy
2025
Q1
$126K Buy
2024
Q4
$95.6K Buy
2024
Q3
$85.1K Buy
2024
Q2
$66.7K Buy
2024
Q1
$60.5K Buy
2023
Q4
$36.2K Sell
2023
Q3
$35.1K Buy
2023
Q2
$36.7K Buy
2023
Q1
$41.7K Buy
2022
Q4
$40K Buy
2022
Q3
$29K Buy
2022
Q2
$36K Sell
2022
Q1
$55K Hold
2021
Q4
$55K Buy
2021
Q3
$50K Buy