Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$347K Buy
2025
Q2
$321K Sell
2025
Q1
$262K Buy
2024
Q4
$165K Buy
2024
Q3
$123K Buy
2024
Q2
$83K Hold
2024
Q1
$87.9K Sell
2023
Q4
$75.2K Buy
2023
Q3
$38.2K Hold
2023
Q2
$35.8K Hold
2023
Q1
$26.3K Buy
2020
Q3
Sell
2020
Q2
$6K Buy