Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$123K Buy
2025
Q1
$95K Sell
2024
Q4
$192K Hold
2024
Q3
$186K Hold
2024
Q2
$178K Hold
2024
Q1
$154K Sell
2023
Q4
$221K Hold
2023
Q3
$189K Hold
2023
Q2
$180K Hold
2023
Q1
$166K Hold
2022
Q4
$153K Buy
2022
Q3
$64K Hold
2022
Q2
$65K Buy