Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27.5K Sell
2025
Q2
$108K Sell
2025
Q1
$197K Sell
2024
Q4
$704K Buy
2024
Q3
$487K Sell
2024
Q2
$502K Sell
2024
Q1
$345K Buy
2023
Q4
$342K Sell
2023
Q3
$615K Buy
2023
Q2
$490K Buy
2023
Q1
$427K Buy
2022
Q4
$424K Buy
2022
Q3
$425K Sell
2022
Q2
$662K Buy
2022
Q1
$792K Sell
2021
Q4
$805K Sell
2021
Q3
$1.57M Buy
2021
Q2
$920K Buy
2021
Q1
$123K Buy