Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$288K Sell
2025
Q2
$251K Buy
2025
Q1
$185K Hold
2024
Q4
$234K Buy
2024
Q3
$3.56K Hold
2024
Q2
$4.14K Hold
2024
Q1
$3.42K Hold
2023
Q4
$2.29K Hold
2023
Q3
$2.07K Hold
2023
Q2
$1.62K Hold
2023
Q1
$1.21K Hold
2022
Q4
$1.21K Hold
2022
Q3
$1.02K Hold
2022
Q2
$1.39K Hold
2022
Q1
$1.51K Buy