Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$82.3K Buy
2025
Q1
Sell
2024
Q4
$339K Buy
2024
Q3
$134K Buy
2024
Q1
Sell
2023
Q4
$285K Buy
2023
Q3
Sell
2023
Q2
$209K Sell
2023
Q1
$366K Buy
2022
Q4
Sell
2022
Q3
$131K Buy
2022
Q2
$142K Buy
2022
Q1
$364K Buy
2021
Q2
Sell
2021
Q1
$313K Sell
2020
Q4
$393K Buy
2018
Q3
Sell
2018
Q2
$253K Buy