Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$78.2K Buy
2024
Q1
Sell
2023
Q4
$139K Sell
2023
Q3
$116K Sell
2023
Q2
$177K Buy
2023
Q1
$157K Sell
2022
Q4
$172K Buy
2022
Q2
Sell
2022
Q1
$279K Sell
2021
Q4
$403K Buy
2021
Q3
Sell
2021
Q2
$549K Buy
2021
Q1
$382K Buy