Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$107K Buy
2025
Q2
Sell
2025
Q1
$74.3K Buy
2024
Q4
$100K Hold
2024
Q3
$92.5K Sell
2024
Q2
$114K Buy
2024
Q1
$118K Sell
2023
Q4
$119K Sell
2023
Q3
$73.8K Buy
2023
Q2
$91K Buy
2023
Q1
$98.1K Buy
2022
Q4
$117K Buy
2022
Q3
$89K Sell
2022
Q2
$414K Buy
2022
Q1
$544K Buy
2021
Q4
$489K Buy