Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$199K Sell
2025
Q2
$205K Buy
2025
Q1
$96.7K Buy
2024
Q4
$126K Hold
2024
Q3
$102K Sell
2024
Q2
$161K Sell
2024
Q1
$159K Sell
2023
Q4
$170K Buy
2023
Q3
$106K Sell
2023
Q2
$136K Buy
2023
Q1
$79.9K Sell
2022
Q4
$93K Buy
2022
Q3
$70K Buy
2022
Q2
$60K Buy
2022
Q1
$22K Hold
2021
Q4
$25K Buy