Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$59K Hold
2025
Q2
$63K Buy
2025
Q1
Sell
2024
Q4
$164K Sell
2024
Q3
$357K Hold
2024
Q2
$351K Buy
2024
Q1
Sell
2023
Q4
$197K Hold
2023
Q3
$179K Buy
2023
Q1
Sell
2022
Q4
$335K Buy
2022
Q3
Sell
2022
Q2
$108K Hold
2022
Q1
$120K Buy