Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$164K Buy
2025
Q2
$92.9K Buy
2025
Q1
$88.5K Buy
2024
Q4
$72.1K Sell
2024
Q3
$86.9K Buy
2024
Q2
$91.5K Buy
2024
Q1
$119K Sell
2023
Q4
$151K Buy
2023
Q3
$86K Sell
2023
Q2
$84.3K Sell
2023
Q1
$94.1K Buy
2022
Q4
$69.5K Sell
2022
Q3
$98.9K Buy
2022
Q2
$139K Hold
2022
Q1
$184K Hold
2021
Q4
$191K Buy