Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Buy
2025
Q2
$168K Buy
2025
Q1
$104K Hold
2024
Q4
$154K Buy
2024
Q3
$61K Buy
2024
Q2
$29.3K Buy
2023
Q2
Sell
2023
Q1
$5K Hold
2022
Q4
$5K Hold
2022
Q3
$7K Hold
2022
Q2
$8K Hold
2022
Q1
$15K Hold
2021
Q4
$25K Buy