Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Sell
2025
Q2
$232K Buy
2025
Q1
$219K Buy
2024
Q4
$154K Buy
2024
Q3
$138K Sell
2024
Q2
$122K Buy
2024
Q1
$6.95K Sell
2023
Q4
$8.24K Sell
2023
Q3
$108K Buy
2023
Q2
$107K Sell
2023
Q1
$111K Sell
2022
Q4
$101K Buy
2022
Q3
$32K Sell
2022
Q2
$66.2K Buy
2022
Q1
Sell
2021
Q4
$66K Sell
2021
Q3
$65K Buy
2021
Q2
$36K Buy