Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$120K Buy
2025
Q2
$59.4K Sell
2025
Q1
$349K Buy
2024
Q4
$36.6K Buy
2023
Q4
Sell
2023
Q3
$1.19K Buy
2022
Q3
Sell
2022
Q2
$69K Buy
2022
Q1
$23K Sell
2021
Q4
$155K Buy
2021
Q3
$124K Sell
2021
Q2
$311K Buy
2021
Q1
$297K Buy
2020
Q4
$225K Buy
2020
Q3
Sell
2020
Q2
$129K Buy