Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$147K Sell
2025
Q2
$186K Sell
2025
Q1
$225K Buy
2024
Q4
$194K Sell
2024
Q3
$341K Buy
2024
Q2
$116K Buy
2024
Q1
$23.6K Sell
2023
Q4
$35K Buy
2023
Q3
$10K Buy
2023
Q2
$8K Sell
2023
Q1
$82K Buy
2022
Q4
$52K Buy
2022
Q3
$52K Buy
2022
Q2
$8K Buy