Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Sell
2025
Q2
$170K Sell
2025
Q1
$167K Buy
2024
Q4
$90.6K Hold
2024
Q3
$102K Sell
2024
Q2
$192K Buy
2024
Q1
$87.9K Sell
2023
Q4
$95.8K Hold
2023
Q3
$76.5K Buy
2023
Q2
$67.1K Sell
2023
Q1
$243K Hold
2022
Q4
$237K Hold
2022
Q3
$204K Buy
2022
Q2
$189K Buy
2022
Q1
$180K Buy
2021
Q4
$4K Buy
2021
Q2
Sell
2021
Q1
$346K Sell
2020
Q4
$363K Sell
2020
Q3
$376K Sell
2020
Q2
$559K Buy