Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$177K Buy
2025
Q2
$140K Sell
2025
Q1
$129K Buy
2024
Q4
$25.8K Sell
2024
Q3
$42K Buy
2024
Q2
$27.9K Sell
2024
Q1
$38.1K Sell
2023
Q4
$61.2K Buy
2023
Q3
$26.3K Sell
2023
Q2
$37.1K Sell
2023
Q1
$52K Buy
2022
Q4
$24.9K Sell
2022
Q3
$20.7K Hold
2022
Q2
$18.1K Sell
2022
Q1
$25K Sell
2021
Q4
$54K Buy