Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$66K Sell
2025
Q2
$107K Buy
2025
Q1
$77.1K Buy
2024
Q4
$57.8K Sell
2024
Q3
$118K Hold
2024
Q2
$126K Sell
2024
Q1
$148K Sell
2023
Q4
$184K Buy
2023
Q3
$118K Sell
2023
Q2
$128K Hold
2023
Q1
$101K Buy
2022
Q4
$63.6K Sell
2022
Q3
$54K Sell
2022
Q2
$784K Buy
2022
Q1
$928K Buy
2021
Q2
$1.03M Buy
2021
Q1
$756K Buy
2020
Q4
$354K Buy