Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$323K Sell
2025
Q2
$573K Buy
2025
Q1
$219K Buy
2024
Q4
Sell
2024
Q3
$218K Hold
2024
Q2
$211K Sell
2024
Q1
$241K Buy
2023
Q3
Sell
2023
Q2
$163K Buy
2023
Q1
$44.1K Buy
2022
Q4
$8.66K Hold
2022
Q3
$9K Sell
2022
Q2
$9K Sell
2022
Q1
$65K Buy