Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$175K Buy
2025
Q2
$182K Sell
2025
Q1
$240K Sell
2024
Q4
$245K Buy
2024
Q3
$149K Sell
2024
Q2
$165K Buy
2024
Q1
$167K Sell
2023
Q4
$233K Buy
2023
Q3
$227K Buy
2023
Q2
$174K Sell
2023
Q1
$257K Buy
2022
Q4
$126K Sell
2022
Q3
$217K Buy
2022
Q2
$114K Buy
2022
Q1
$65K Buy
2021
Q4
$1K Buy