Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$164K Buy
2025
Q2
$170K Sell
2025
Q1
$162K Buy
2024
Q4
$146K Buy
2024
Q3
$113K Sell
2024
Q2
$154K Buy
2024
Q1
$90K Buy
2023
Q4
$826 Sell
2023
Q3
$6.22K Hold
2023
Q2
$7.71K Hold
2023
Q1
$7.3K Hold
2022
Q4
$7K Sell
2022
Q3
$8K Sell
2022
Q2
$22K Buy
2022
Q1
$19K Hold
2021
Q4
$23K Buy