Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20.1K Sell
2025
Q2
$23K Hold
2025
Q1
$20.7K Sell
2024
Q4
$98.3K Sell
2024
Q3
$213K Buy
2024
Q2
$200K Buy
2024
Q1
$211K Buy
2023
Q3
Sell
2023
Q2
$229K Buy
2023
Q1
$230K Sell
2022
Q4
$213K Buy