Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21K Buy
2025
Q2
$17.9K Sell
2025
Q1
$46K Buy
2024
Q4
$35.5K Sell
2024
Q3
$583K Buy
2024
Q2
$493K Buy
2024
Q1
Sell
2023
Q4
$511K Buy
2023
Q3
$461K Buy
2023
Q2
$452K Hold
2023
Q1
$380K Hold
2022
Q4
$331K Sell
2022
Q3
$322K Sell
2022
Q2
$389K Hold
2022
Q1
$460K Buy
2021
Q4
$291K Buy