Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Sell
2025
Q2
$391K Buy
2025
Q1
$84.9K Sell
2024
Q4
$182K Buy
2024
Q3
$105K Buy
2024
Q2
$111K Buy
2024
Q1
$70.1K Buy
2023
Q4
$82.4K Buy
2023
Q3
$11.9K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold