Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Sell
2025
Q2
$1.61M Buy
2025
Q1
$251K Sell
2024
Q4
$706K Buy
2024
Q3
$310K Buy
2024
Q2
$57.1K Buy
2024
Q1
$48.4K Sell
2023
Q4
$75.4K Buy
2023
Q3
$54.8K Sell
2023
Q2
$128K Buy
2023
Q1
$51.2K Buy
2022
Q4
$29.1K Sell
2022
Q3
$73K Sell
2022
Q2
$186K Buy
2022
Q1
$379K Buy
2021
Q4
$86K Sell
2021
Q3
$98K Buy
2021
Q2
$10K Hold
2021
Q1
$9K Buy