Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$143K Buy
2025
Q2
Sell
2025
Q1
$150K Buy
2024
Q4
$180K Sell
2024
Q3
$139K Hold
2024
Q2
$154K Buy
2024
Q1
$145K Buy
2023
Q4
$131K Buy
2023
Q3
$110K Hold
2023
Q2
$119K Hold
2023
Q1
$96K Buy
2022
Q4
$56.7K Buy
2022
Q3
$43K Sell
2022
Q2
$50K Sell
2022
Q1
$98K Buy
2021
Q4
$129K Buy