Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$143K Hold
2025
Q1
$97K Hold
2024
Q4
$123K Hold
2024
Q3
$79.7K Hold
2024
Q2
$71K Hold
2024
Q1
$88.2K Hold
2023
Q4
$91.9K Hold
2023
Q3
$97.3K Hold
2023
Q2
$104K Hold
2023
Q1
$131K Hold
2022
Q4
$100K Hold
2022
Q3
$127K Hold
2022
Q2
$159K Buy