Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$128K Hold
2025
Q2
$98.5K Sell
2025
Q1
$86K Buy
2024
Q4
$82.7K Sell
2024
Q3
$105K Buy
2024
Q2
$105K Buy
2024
Q1
$142K Buy
2023
Q4
$119K Buy
2023
Q3
$93.1K Buy
2023
Q2
$96.9K Hold
2023
Q1
$75.7K Buy