Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Buy
2025
Q2
$247K Buy
2025
Q1
$123K Sell
2024
Q4
$236K Buy
2024
Q3
$155K Sell
2024
Q2
$134K Sell
2024
Q1
$149K Buy
2023
Q4
$93K Buy
2023
Q3
$47K Buy
2023
Q2
$48K Sell
2023
Q1
$48K Buy
2022
Q4
$34K Buy
2022
Q3
$18K Sell
2022
Q2
$92K Sell
2022
Q1
$139K Buy
2021
Q4
$79K Buy