Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$129K Sell
2025
Q2
$141K Buy
2025
Q1
$120K Buy
2024
Q4
$99.2K Buy
2024
Q3
$98K Buy
2024
Q2
$87.1K Buy
2024
Q1
$89.1K Hold
2023
Q4
$80.4K Hold
2023
Q3
$81.5K Sell
2023
Q2
$80.4K Sell
2023
Q1
$105K Buy
2022
Q4
$103K Sell
2022
Q3
$126K Hold
2022
Q2
$144K Sell
2022
Q1
$177K Hold
2021
Q4
$155K Hold
2021
Q3
$168K Hold
2021
Q2
$172K Hold
2021
Q1
$153K Buy