Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$70.5K Hold
2025
Q1
$57.6K Sell
2024
Q4
$67.5K Buy
2024
Q3
$1.61K Hold
2024
Q2
$2.72K Sell
2024
Q1
$33.3K Hold
2023
Q4
$29.8K Sell
2023
Q3
$156K Sell
2023
Q2
$250K Buy
2023
Q1
$223K Buy
2022
Q4
$217K Buy