Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$139K Buy
2025
Q2
Sell
2025
Q1
$130K Buy
2024
Q4
$135K Buy
2024
Q3
$128K Hold
2024
Q2
$134K Buy
2024
Q1
$161K Sell
2023
Q4
$127K Hold
2023
Q3
$110K Hold
2023
Q2
$109K Hold
2023
Q1
$94.8K Sell
2022
Q4
$86.6K Buy
2022
Q3
$65K Sell
2022
Q2
$64K Sell
2022
Q1
$71K Buy
2021
Q4
$62K Buy