Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$423K Sell
2025
Q2
$312K Buy
2025
Q1
$235K Sell
2024
Q4
$378K Sell
2024
Q3
$254K Sell
2024
Q2
$195K Buy
2024
Q1
$91.8K Sell
2023
Q4
$161K Buy
2023
Q3
$130K Buy
2023
Q2
$88.5K Sell
2023
Q1
$74.1K Buy
2022
Q4
$14.8K Sell
2022
Q3
$156K Buy
2022
Q2
$104K Sell
2022
Q1
$209K Buy
2021
Q4
$156K Buy
2021
Q3
$8K Hold
2021
Q2
$7K Buy
2020
Q4
$7K Buy