Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$364K Buy
2025
Q2
$410K Hold
2025
Q1
$320K Buy
2024
Q4
$317K Sell
2024
Q3
$314K Buy
2024
Q2
$332K Buy
2024
Q1
$16.3K Hold
2023
Q4
$15.6K Hold
2023
Q3
$12.8K Hold
2023
Q2
$11.5K Hold
2023
Q1
$11.1K Buy
2022
Q4
$7.78K Buy
2022
Q3
$6K Buy
2022
Q2
$2K Sell
2022
Q1
$4K Hold
2021
Q4
$5K Hold
2021
Q3
$4K Hold
2021
Q2
$4K Buy