Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$193K Hold
2025
Q2
$150K Sell
2025
Q1
$125K Buy
2024
Q4
$138K Sell
2024
Q3
$125K Hold
2024
Q2
$103K Hold
2024
Q1
$120K Sell
2023
Q4
$126K Hold
2023
Q3
$88.1K Sell
2023
Q2
$115K Sell
2023
Q1
$87K Sell
2022
Q4
$64K Sell
2022
Q3
$52K Buy
2022
Q2
$29K Buy
2022
Q1
$51K Hold
2021
Q4
$105K Buy