Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$60K Buy
2025
Q2
$55.9K Buy
2025
Q1
$62.8K Sell
2024
Q4
$126K Hold
2024
Q3
$141K Buy
2024
Q2
$136K Buy
2024
Q1
$142K Sell
2023
Q4
$170K Hold
2023
Q3
$169K Buy
2023
Q2
$184K Buy
2023
Q1
$180K Buy
2022
Q4
$176K Hold
2022
Q3
$159K Buy
2022
Q2
$161K Buy
2022
Q1
$161K Buy
2021
Q4
$165K Buy