Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$63.6K Sell
2025
Q2
$104K Buy
2025
Q1
$91.8K Sell
2024
Q4
$89.2K Sell
2024
Q3
$106K Buy
2024
Q2
$87.2K Sell
2024
Q1
$162K Buy
2023
Q4
$157K Buy
2023
Q3
$146K Hold
2023
Q2
$149K Hold
2023
Q1
$127K Buy
2022
Q4
$82K Sell
2022
Q3
$276K Buy
2022
Q2
$102K Sell
2022
Q1
$124K Hold
2021
Q4
$125K Buy