Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71K Hold
2025
Q2
$71K Hold
2025
Q1
$79.4K Hold
2024
Q4
$71.5K Sell
2024
Q3
$69.5K Hold
2024
Q2
$59K Hold
2024
Q1
$66.2K Hold
2023
Q4
$58.5K Buy
2023
Q3
$61K Hold
2023
Q2
$64.9K Buy
2023
Q1
$59K Hold
2022
Q4
$56.1K Hold
2022
Q3
$50K Buy
2022
Q2
$51K Hold
2022
Q1
$60K Buy