Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99.2K Sell
2025
Q2
$131K Buy
2025
Q1
$113K Sell
2024
Q4
$137K Sell
2024
Q3
$138K Buy
2024
Q2
Sell
2024
Q1
$326K Buy
2023
Q4
Sell
2023
Q3
$265K Sell
2023
Q2
$282K Buy
2022
Q4
$195K Buy
2022
Q3
Sell
2022
Q2
$98K Buy
2022
Q1
Sell
2021
Q4
$138K Buy