Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$18.5K Hold
2025
Q1
$10K Sell
2024
Q4
$25K Sell
2024
Q3
$28K Sell
2024
Q2
$54K Sell
2024
Q1
$134K Sell
2023
Q4
$226K Sell
2023
Q3
$451K Buy
2023
Q2
$426K Buy
2023
Q1
$733K Buy
2022
Q4
$1.09M Sell
2022
Q3
$920K Buy
2022
Q2
$1.06M Sell
2022
Q1
$1.47M Buy
2021
Q4
$1.2M Buy