Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$184K Sell
2025
Q2
$609K Buy
2025
Q1
$107K Buy
2024
Q4
$168K Sell
2024
Q3
$289K Buy
2024
Q2
$59.2K Buy
2024
Q1
$13.8K Buy
2023
Q4
$5K Buy
2023
Q3
$1K Buy
2023
Q1
Sell
2022
Q4
$2K Buy
2022
Q3
Sell
2022
Q2
$0 Buy