Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$119K Buy
2025
Q2
$89.6K Sell
2025
Q1
$115K Buy
2024
Q4
$135K Buy
2024
Q3
$153K Sell
2024
Q2
$198K Buy
2024
Q1
$179K Sell
2023
Q4
$164K Hold
2023
Q3
$156K Sell
2023
Q2
$159K Hold
2023
Q1
$136K Buy
2022
Q4
$100K Hold
2022
Q3
$95K Sell
2022
Q2
$138K Sell
2022
Q1
$174K Sell
2021
Q4
$225K Buy
2021
Q3
$188K Hold
2021
Q2
$148K Sell
2021
Q1
$148K Buy