Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2025
Q2
$186K Buy
2025
Q1
$140K Buy
2024
Q4
$202K Buy
2024
Q3
$68K Hold
2024
Q2
$51.4K Hold
2024
Q1
$45.7K Sell
2023
Q4
$142K Hold
2023
Q3
$143K Sell
2023
Q2
$159K Hold
2023
Q1
$126K Buy
2022
Q4
$33K Hold
2022
Q3
$70K Hold
2022
Q2
$59K Hold
2022
Q1
$95K Hold
2021
Q4
$93K Hold
2021
Q3
$68K Hold
2021
Q2
$60K Hold
2021
Q1
$59K Buy