Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$170K Buy
2025
Q2
Sell
2025
Q1
$131K Buy
2024
Q4
$129K Sell
2024
Q3
$131K Hold
2024
Q2
$108K Sell
2024
Q1
$119K Hold
2023
Q4
$110K Hold
2023
Q3
$91.9K Buy
2023
Q2
$94.1K Hold
2023
Q1
$103K Hold
2022
Q4
$116K Buy
2022
Q3
$92K Buy
2022
Q2
$76K Buy
2022
Q1
$88K Buy
2021
Q4
$48K Buy