Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Hold
2025
Q2
$101K Hold
2025
Q1
$105K Hold
2024
Q4
$90.2K Sell
2024
Q3
$95.4K Buy
2024
Q2
$93.8K Hold
2024
Q1
$87.2K Hold
2023
Q4
$85.5K Hold
2023
Q3
$83.7K Hold
2023
Q2
$78.5K Hold
2023
Q1
$74.8K Hold
2022
Q4
$74K Hold
2022
Q3
$65K Sell
2022
Q2
$70K Buy
2022
Q1
$71K Buy