Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Sell
2025
Q2
$339K Buy
2025
Q1
$125K Buy
2024
Q4
$108K Hold
2024
Q3
$91.5K Sell
2024
Q2
$90.5K Sell
2024
Q1
$127K Hold
2023
Q4
$91.4K Hold
2023
Q3
$73.4K Hold
2023
Q2
$70.6K Hold
2023
Q1
$58.7K Buy
2022
Q4
$34K Buy
2022
Q3
$24K Buy
2022
Q2
$16K Sell
2022
Q1
$80K Buy
2021
Q4
$60K Buy