Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$140K Sell
2025
Q2
$173K Buy
2025
Q1
$145K Buy
2024
Q4
$94.3K Sell
2024
Q3
$142K Buy
2024
Q2
$103K Buy
2024
Q1
$87.1K Sell
2023
Q4
$119K Buy
2023
Q3
$119K Buy
2023
Q2
$63K Sell
2023
Q1
$285K Buy
2022
Q4
$154K Buy
2022
Q3
$70K Buy
2022
Q2
$19K Buy