Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$133K Buy
2025
Q2
Sell
2025
Q1
$93.5K Sell
2024
Q4
$117K Hold
2024
Q3
$109K Hold
2024
Q2
$92.2K Buy
2024
Q1
$89.5K Sell
2023
Q4
$85.7K Buy
2023
Q3
$67.7K Sell
2023
Q2
$55K Buy
2023
Q1
$47.6K Buy
2022
Q4
$35.6K Sell
2022
Q3
$47K Sell
2022
Q2
$47K Sell
2022
Q1
$77K Sell
2021
Q4
$214K Buy