Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$14.5K Buy
2025
Q1
$9.61K Sell
2024
Q4
$102K Hold
2024
Q3
$99.1K Buy
2024
Q2
$75.6K Sell
2024
Q1
$142K Sell
2023
Q4
$207K Sell
2023
Q3
$348K Sell
2023
Q2
$329K Sell
2023
Q1
$406K Buy
2022
Q4
$261K Buy