Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$90.9K Sell
2025
Q1
$125K Sell
2024
Q4
$148K Hold
2024
Q3
$162K Buy
2024
Q2
$158K Hold
2024
Q1
$136K Buy
2023
Q4
Sell
2023
Q3
$116K Hold
2023
Q2
$138K Hold
2023
Q1
$132K Hold
2022
Q4
$121K Buy
2022
Q3
$93K Sell
2022
Q2
$141K Hold
2022
Q1
$156K Buy
2021
Q4
$140 Buy
2020
Q3
Sell
2020
Q2
$8K Hold
2020
Q1
$8K Buy