Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$98.1K Buy
2025
Q2
$95.1K Hold
2025
Q1
$116K Hold
2024
Q4
$117K Sell
2024
Q3
$107K Buy
2024
Q2
$95K Hold
2024
Q1
$93.4K Hold
2023
Q4
$81.8K Hold
2023
Q3
$73.9K Sell
2023
Q2
$81.8K Sell
2023
Q1
$89.3K Hold
2022
Q4
$92.4K Hold
2022
Q3
$72K Hold
2022
Q2
$78K Hold
2022
Q1
$99K Hold
2021
Q4
$83K Hold
2021
Q3
$82K Buy