Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$197K Hold
2025
Q2
$215K Hold
2025
Q1
$209K Sell
2024
Q4
$275K Buy
2024
Q3
$40.8K Hold
2024
Q2
$33.1K Hold
2024
Q1
$39.3K Hold
2023
Q4
$45K Hold
2023
Q3
$41.6K Hold
2023
Q2
$51.8K Hold
2023
Q1
$45.6K Hold
2022
Q4
$42.2K Hold
2022
Q3
$50.5K Hold
2022
Q2
$41.6K Sell
2022
Q1
$97.7K Buy
2021
Q4
$48.1K Buy