Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$146K Buy
2025
Q2
$118K Buy
2025
Q1
$84.5K Hold
2024
Q4
$101K Buy
2024
Q3
$86.8K Hold
2024
Q2
$86.9K Hold
2024
Q1
$68K Hold
2023
Q4
$52K Hold
2023
Q3
$43.5K Hold
2023
Q2
$50.5K Sell
2023
Q1
$49.2K Buy
2022
Q4
$37.2K Buy
2022
Q3
Sell
2022
Q2
$24.5K Buy