Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$108K Buy
2025
Q2
Sell
2025
Q1
$128K Sell
2024
Q4
$128K Buy
2024
Q3
$120K Buy
2024
Q2
$106K Hold
2024
Q1
$110K Sell
2023
Q4
$111K Sell
2023
Q3
$119K Buy
2023
Q2
$82.8K Hold
2023
Q1
$84.7K Buy
2022
Q4
$84.1K Hold
2022
Q3
$82K Buy
2022
Q2
$80K Sell
2022
Q1
$112K Buy
2021
Q4
$78K Buy