Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Hold
2025
Q2
$103K Hold
2025
Q1
$115K Hold
2024
Q4
$119K Hold
2024
Q3
$85.7K Hold
2024
Q2
$97.7K Hold
2024
Q1
$89.9K Hold
2023
Q4
$70.8K Sell
2023
Q3
$101K Hold
2023
Q2
$111K Hold
2023
Q1
$98.1K Hold
2022
Q4
$73K Sell
2022
Q3
$112K Hold
2022
Q2
$114K Hold
2022
Q1
$160K Buy
2021
Q4
$89K Sell
2021
Q3
$172K Hold
2021
Q2
$210K Hold
2021
Q1
$199K Buy