Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$86.6K Buy
2025
Q2
Sell
2025
Q1
$125K Sell
2024
Q4
$138K Hold
2024
Q3
$135K Hold
2024
Q2
$105K Sell
2024
Q1
$224K Hold
2023
Q4
$210K Hold
2023
Q3
$167K Hold
2023
Q2
$164K Hold
2023
Q1
$162K Sell
2022
Q4
$244K Hold
2022
Q3
$232K Hold
2022
Q2
$247K Hold
2022
Q1
$283K Buy