Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$142K Hold
2025
Q2
$118K Sell
2025
Q1
$173K Buy
2024
Q4
$112K Buy
2024
Q3
Sell
2024
Q2
$62.4K Sell
2024
Q1
$93.2K Sell
2023
Q4
$74.2K Hold
2023
Q3
$57.7K Buy
2023
Q2
Sell
2023
Q1
$66.7K Sell
2022
Q4
$59.6K Hold
2022
Q3
$45K Hold
2022
Q2
$52K Hold
2022
Q1
$73K Buy
2021
Q4
$16K Hold
2021
Q3
$15K Hold
2021
Q2
$14K Hold
2021
Q1
$12K Buy