Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87.8K Buy
2025
Q2
Sell
2025
Q1
$83.4K Sell
2024
Q4
$123K Sell
2024
Q3
$168K Sell
2024
Q2
$157K Hold
2024
Q1
$179K Sell
2023
Q4
$216K Buy
2023
Q3
$185K Sell
2023
Q2
$213K Hold
2023
Q1
$222K Hold
2022
Q4
$220K Sell
2022
Q3
$211K Buy
2022
Q2
$239K Hold
2022
Q1
$230K Buy
2021
Q4
$19K Buy