Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$121K Hold
2025
Q3
$107K Hold
2025
Q2
$84.5K Hold
2025
Q1
$59K Hold
2024
Q4
$60.5K Hold
2024
Q3
$73.6K Hold
2024
Q2
$81K Sell
2024
Q1
$69.9K Hold
2023
Q4
$53.7K Hold
2023
Q3
$46.1K Hold
2023
Q2
$46.8K Sell
2023
Q1
$39.2K Hold
2022
Q4
$39K Buy
2022
Q3
$26K Hold
2022
Q2
$27K Buy