Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$184K Hold
2025
Q2
$172K Hold
2025
Q1
$120K Hold
2024
Q4
$232K Buy
2024
Q3
$35.3K Hold
2024
Q2
$40.8K Buy
2024
Q1
$19.2K Hold
2023
Q4
$33.2K Sell
2023
Q3
$72.2K Buy
2023
Q2
$81.1K Buy
2023
Q1
$49.3K Hold
2022
Q4
$43.3K Sell
2022
Q3
$75K Sell
2022
Q2
$113K Hold
2022
Q1
$105K Hold
2021
Q4
$138K Buy
2021
Q3
$145K Buy
2021
Q1
Sell
2020
Q4
$100K Hold
2020
Q3
$50K Buy