Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$72.6K Sell
2025
Q1
$81.7K Buy
2024
Q4
$48.7K Sell
2024
Q3
$78.5K Buy
2022
Q1
Sell
2021
Q4
$307K Buy
2021
Q3
$323K Sell
2021
Q2
$568K Buy
2021
Q1
$412K Buy