Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2025
Q2
$134K Buy
2025
Q1
$95.9K Sell
2024
Q4
$184K Buy
2024
Q3
$149K Buy
2024
Q2
$84.5K Buy
2024
Q1
$75.3K Sell
2023
Q4
$117K Sell
2023
Q3
$88.2K Buy
2023
Q2
$88.1K Buy
2023
Q1
$57.6K Buy
2022
Q4
$49.1K Sell
2022
Q3
$62K Buy