Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Buy
2025
Q2
$243K Buy
2025
Q1
$26K Sell
2024
Q4
$24K Buy
2024
Q3
$22K Sell
2024
Q2
$96K Buy
2024
Q1
$24K Sell
2023
Q4
$188K Sell
2023
Q3
$178K Buy
2023
Q2
$98K Sell
2023
Q1
$167K Sell
2022
Q4
$313K Buy
2022
Q3
$241K Sell
2022
Q2
$292K Buy
2022
Q1
$57K Buy
2021
Q4
$64K Buy