Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$132K Hold
2025
Q2
$120K Buy
2025
Q1
$75.3K Hold
2024
Q4
$67.3K Hold
2024
Q3
$73K Hold
2024
Q2
$70K Hold
2024
Q1
$69.1K Buy
2023
Q4
$63K Sell
2023
Q3
$56.3K Buy
2023
Q2
$55.5K Buy
2023
Q1
$45.2K Buy