Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$115K Sell
2025
Q1
$267K Buy
2024
Q4
$57.1K Buy
2024
Q3
Sell
2024
Q2
$45.5K Sell
2024
Q1
$52.5K Sell
2023
Q4
$122K Buy
2023
Q3
$120K Sell
2023
Q2
$129K Sell
2023
Q1
$153K Sell
2022
Q4
$146K Buy
2022
Q3
$182K Buy
2022
Q2
$249K Buy
2022
Q1
$206K Sell
2021
Q4
$317K Sell
2021
Q3
$357K Sell
2021
Q2
$755K Buy
2021
Q1
$542K Sell
2020
Q4
$832K Buy