Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Hold
2025
Q2
$207K Sell
2025
Q1
$79.3K Buy
2024
Q4
$101K Buy
2024
Q3
$51.8K Hold
2024
Q2
$80.9K Hold
2024
Q1
$65.3K Hold
2023
Q4
$63.1K Hold
2023
Q3
$41.5K Hold
2023
Q2
$40.6K Buy
2023
Q1
$68.8K Buy
2022
Q4
$70.8K Hold
2022
Q3
$79K Hold
2022
Q2
$133K Hold
2022
Q1
$369K Hold
2021
Q4
$427K Buy
2021
Q2
Sell
2021
Q1
$24K Buy