Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Sell
2025
Q2
$210K Buy
2025
Q1
$161K Buy
2024
Q4
$106K Hold
2024
Q3
$132K Hold
2024
Q2
$113K Sell
2024
Q1
$307K Buy
2023
Q4
$88K Hold
2023
Q3
$82.3K Hold
2023
Q2
$89.3K Sell
2023
Q1
$137K Buy
2022
Q4
$79K Hold
2022
Q3
$68K Hold
2022
Q2
$74K Hold
2022
Q1
$79K Sell
2021
Q4
$71K Buy
2021
Q3
$69K Hold
2021
Q2
$67K Sell
2021
Q1
$65K Buy