Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$152K Hold
2025
Q2
$144K Sell
2025
Q1
$385K Hold
2024
Q4
$413K Buy
2024
Q2
Sell
2024
Q1
$198K Sell
2023
Q4
$195K Sell
2023
Q3
$189K Hold
2023
Q2
$202K Hold
2023
Q1
$196K Hold
2022
Q4
$175K Hold
2022
Q3
$169K Buy
2022
Q2
$175K Buy
2022
Q1
$134K Buy
2021
Q4
$135K Sell
2021
Q3
$139K Sell
2021
Q2
$177K Buy