Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$333K Buy
2025
Q2
$316K Sell
2025
Q1
$353K Sell
2024
Q4
$313K Buy
2024
Q3
$194K Sell
2024
Q2
$213K Buy
2024
Q1
$153K Buy
2023
Q4
$49K Buy
2023
Q3
$23.9K Hold
2023
Q2
$19.8K Buy
2022
Q2
Sell
2022
Q1
$1K Buy
2021
Q1
Sell
2020
Q4
$406K Buy