Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$152K Sell
2025
Q2
$157K Hold
2025
Q1
$137K Hold
2024
Q4
$136K Hold
2024
Q3
$150K Hold
2024
Q2
$131K Sell
2024
Q1
$140K Hold
2023
Q4
$109K Buy
2023
Q3
$91.6K Hold
2023
Q2
$101K Hold
2023
Q1
$84K Buy
2022
Q4
$57K Hold
2022
Q3
$49K Sell
2022
Q2
$58K Sell
2022
Q1
$80K Sell
2021
Q4
$95K Buy