Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$132K Buy
2025
Q1
$115K Sell
2024
Q4
$148K Buy
2024
Q3
$159K Sell
2024
Q2
$182K Sell
2024
Q1
$190K Sell
2023
Q4
$166K Buy
2023
Q3
$107K Sell
2023
Q2
$130K Buy
2023
Q1
$61.8K Buy
2022
Q4
$39.5K Buy
2022
Q3
$42K Buy
2022
Q2
$37K Buy
2021
Q1
Sell
2020
Q4
$22K Buy