Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$105K Buy
2024
Q1
Sell
2023
Q4
$149K Hold
2023
Q3
$150K Hold
2023
Q2
$157K Hold
2023
Q1
$124K Hold
2022
Q4
$74K Hold
2022
Q3
$159K Hold
2022
Q2
$135K Sell
2022
Q1
$248K Hold
2021
Q4
$243K Hold
2021
Q3
$178K Buy
2021
Q2
$136K Buy