Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Sell
2025
Q2
$442K Sell
2025
Q1
$452K Buy
2024
Q4
$247K Sell
2024
Q3
$267K Buy
2024
Q2
$7.23K Buy
2024
Q1
$5.31K Buy
2023
Q4
$4.65K Buy
2022
Q2
Sell
2022
Q1
$95K Buy
2021
Q3
Sell
2021
Q2
$477K Sell
2021
Q1
$623K Sell
2020
Q4
$541K Buy
2020
Q3
$323K Buy
2020
Q2
$302K Sell
2020
Q1
$328K Sell
2019
Q4
$433K Buy