Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$98.5K Sell
2025
Q2
$107K Buy
2025
Q1
$101K Hold
2024
Q4
$81.8K Hold
2024
Q3
$108K Hold
2024
Q2
$90.6K Buy
2024
Q1
$44.1K Buy
2023
Q4
$41.5K Hold
2023
Q3
$38.2K Hold
2023
Q2
$47.1K Hold
2023
Q1
$41.8K Hold
2022
Q4
$40.3K Hold
2022
Q3
$42K Hold
2022
Q2
$37K Buy