Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13K Sell
2025
Q2
$37K Sell
2025
Q1
$824K Sell
2024
Q4
$862K Hold
2024
Q3
$1.04M Hold
2024
Q2
$1.27M Buy
2024
Q1
$1.21M Buy
2023
Q4
$1K Hold
2023
Q3
$1K Hold
2023
Q2
$1K Hold
2023
Q1
$1K Hold
2022
Q4
$1K Hold
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$1K Hold
2021
Q4
$1K Buy