Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$91K Hold
2025
Q2
$89K Hold
2025
Q1
$86K Hold
2024
Q4
$76K Hold
2024
Q3
$80K Hold
2024
Q2
$60K Sell
2024
Q1
$62K Hold
2023
Q4
$64K Sell
2023
Q3
$79K Sell
2023
Q2
$104K Sell
2023
Q1
$235K Hold
2022
Q4
$269K Hold
2022
Q3
$247K Hold
2022
Q2
$290K Hold
2022
Q1
$333K Buy
2021
Q4
$394K Buy