Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$69.2K Sell
2025
Q2
$513K Sell
2025
Q1
$502K Buy
2024
Q4
$665K Buy
2024
Q3
$650K Buy
2024
Q2
$156K Buy
2024
Q1
$127K Sell
2023
Q4
$283K Buy
2023
Q3
$49.7K Sell
2023
Q2
$901K Buy
2023
Q1
$11.3K Sell
2022
Q4
$17.8K Sell
2022
Q3
$31K Sell
2022
Q2
$2.47M Buy
2022
Q1
$204K Buy
2021
Q4
$201K Sell
2021
Q3
$306K Buy