Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$171K Buy
2025
Q2
$39.9K Sell
2025
Q1
$72.4K Buy
2024
Q4
$78.4K Sell
2024
Q3
$335K Buy
2024
Q2
$59.5K Sell
2024
Q1
$75.6K Sell
2023
Q4
$383K Buy
2023
Q3
$247K Sell
2023
Q2
$393K Buy
2023
Q1
$2.21M Sell
2022
Q4
$399K Sell
2022
Q3
$4.2M Buy
2022
Q2
$316K Buy
2022
Q1
Sell
2021
Q4
$219K Buy