Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Buy
2025
Q2
$207K Sell
2025
Q1
$227K Sell
2024
Q4
$337K Buy
2024
Q3
$205K Buy
2024
Q2
$167K Buy
2024
Q1
$139K Buy
2023
Q4
$91K Buy
2023
Q3
$16K Buy
2023
Q2
$18K Buy
2023
Q1
$12K Sell
2022
Q4
$11K Buy
2022
Q3
$7K Sell
2022
Q2
$13K Sell
2022
Q1
$25K Sell
2021
Q4
$40K Buy