Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$89.5K Sell
2025
Q2
$120K Buy
2025
Q1
$90.8K Buy
2024
Q4
$78.5K Sell
2024
Q3
$95.4K Sell
2024
Q2
$266K Sell
2024
Q1
$342K Sell
2023
Q4
$594K Hold
2023
Q3
$594K Buy
2023
Q2
$676K Hold
2023
Q1
$751K Hold
2022
Q4
$717K Sell
2022
Q3
$517K Buy
2022
Q2
$613K Buy
2019
Q2
Sell
2019
Q1
$7K Buy
2018
Q4
Hold