Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$134K Buy
2025
Q2
$45.4K Sell
2025
Q1
$66.6K Hold
2024
Q4
$81K Hold
2024
Q3
$63.9K Sell
2024
Q2
$57.2K Sell
2024
Q1
$65.1K Sell
2023
Q4
$69.4K Sell
2023
Q3
$77.9K Sell
2023
Q2
$99.2K Sell
2023
Q1
$93.6K Sell
2022
Q4
$87.5K Sell
2022
Q3
$107K Sell
2022
Q2
$178K Sell
2022
Q1
$367K Sell
2021
Q4
$563K Sell
2021
Q3
$2.52M Sell
2021
Q2
$5.52M Buy