Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$177K Buy
2025
Q2
$170K Sell
2025
Q1
$130K Buy
2024
Q4
$62.2K Buy
2024
Q3
$42.2K Buy
2024
Q2
$21.3K Buy
2024
Q1
$16K Sell
2023
Q4
$166K Sell
2023
Q3
$158K Hold
2023
Q2
$151K Hold
2023
Q1
$123K Hold
2022
Q4
$123K Sell
2022
Q3
$108K Sell
2022
Q2
$130K Hold
2022
Q1
$176K Buy
2021
Q4
$78K Buy