Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$80.5K Sell
2024
Q3
$91.2K Sell
2024
Q2
$116K Sell
2024
Q1
$136K Buy
2023
Q4
$122K Buy
2023
Q3
$90.9K Buy
2023
Q2
$108K Sell
2023
Q1
$103K Sell
2022
Q4
$576K Buy
2022
Q3
$434K Buy
2022
Q2
$10.2K Sell
2022
Q1
$456K Sell
2021
Q4
$18.5K Buy
2021
Q2
$265K Buy