Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$196K Hold
2025
Q2
$140K Buy
2025
Q1
$104K Buy
2024
Q4
$4.04K Sell
2024
Q3
$603K Sell
2024
Q2
$465K Sell
2024
Q1
$414K Sell
2023
Q4
$586K Sell
2023
Q3
$678K Buy
2023
Q2
$683K Buy
2023
Q1
$489K Buy
2022
Q4
$7.14K Buy
2022
Q3
$12K Hold
2022
Q2
$10K Buy
2022
Q1
$15K Buy
2021
Q4
$12K Hold
2021
Q3
$9K Buy
2020
Q4
Sell
2020
Q3
$15K Buy