Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Buy
2025
Q2
Sell
2025
Q1
$90.3K Sell
2024
Q4
$101K Buy
2024
Q3
$120K Buy
2024
Q2
$102K Hold
2024
Q1
$90.2K Sell
2023
Q4
$78.7K Buy
2023
Q3
$75.3K Hold
2023
Q2
$81.8K Buy
2023
Q1
$69.3K Buy
2022
Q4
$52.9K Hold
2022
Q3
$46K Sell
2022
Q2
$51K Buy
2022
Q1
$46K Sell
2021
Q4
$262K Buy