Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$70.8K Buy
2025
Q2
Sell
2025
Q1
$96.8K Sell
2024
Q4
$106K Hold
2024
Q3
$120K Buy
2024
Q2
$99.5K Buy
2024
Q1
$99.6K Sell
2023
Q4
$112K Buy
2023
Q3
$113K Buy
2023
Q2
$111K Buy
2023
Q1
$125K Hold
2022
Q4
$131K Buy
2022
Q3
$113K Hold
2022
Q2
$133K Buy
2022
Q1
$163K Hold
2021
Q4
$188K Buy