Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Sell
2025
Q2
$251K Buy
2025
Q1
$212K Buy
2024
Q4
$199K Buy
2024
Q3
$194K Buy
2024
Q2
$151K Buy
2024
Q1
$173K Buy
2023
Q4
$96K Buy
2023
Q3
$59K Buy
2023
Q2
$27K Buy
2023
Q1
$11K Hold
2022
Q4
$9K Sell
2022
Q3
$9K Sell
2022
Q2
$94K Buy
2022
Q1
$97K Buy
2021
Q4
$53K Buy