Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Buy
2025
Q2
$107K Hold
2025
Q1
$106K Hold
2024
Q4
$123K Sell
2024
Q3
$195K Buy
2024
Q2
$197K Hold
2024
Q1
$179K Sell
2023
Q4
$255K Buy
2023
Q3
$207K Buy
2023
Q2
$135K Hold
2023
Q1
$106K Hold
2022
Q4
$92.9K Sell
2022
Q3
$84K Hold
2022
Q2
$112K Sell
2022
Q1
$164K Buy
2021
Q4
$188K Buy