Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$188K Buy
2025
Q2
$115K Sell
2025
Q1
$191K Sell
2024
Q4
$346K Buy
2024
Q3
$35.4K Buy
2024
Q2
$1.04K Sell
2024
Q1
$28.3K Buy
2023
Q4
$32.6K Buy
2023
Q3
$522 Hold
2023
Q2
$517 Sell
2023
Q1
$201K Buy
2022
Q4
$33.9K Sell
2022
Q3
$111K Buy
2022
Q2
$55K Sell
2022
Q1
$223K Buy
2021
Q4
$285K Sell
2021
Q3
$246K Sell
2021
Q2
$327K Buy
2021
Q1
$240K Buy