Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$215K Buy
2025
Q1
$247K Buy
2024
Q4
$205K Buy
2024
Q3
$209K Buy
2024
Q2
$226K Buy
2024
Q1
$234K Buy
2023
Q4
$220K Buy
2023
Q3
$19.5K Hold
2023
Q2
$17.4K Hold
2023
Q1
$16.9K Buy
2022
Q4
$18.1K Hold
2022
Q3
$13.8K Hold
2022
Q2
$13.4K Buy
2022
Q1
$13.5K Hold
2021
Q4
$9.3K Buy