Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$171K Sell
2025
Q2
$152K Sell
2025
Q1
$126K Sell
2024
Q4
$144K Buy
2024
Q3
$148K Buy
2024
Q2
$112K Sell
2024
Q1
$186K Buy
2023
Q4
$153K Buy
2023
Q3
$94K Sell
2023
Q2
$120K Buy
2023
Q1
$81K Buy
2022
Q4
$56.3K Buy
2022
Q3
$46K Buy
2022
Q2
$42K Buy
2021
Q1
Sell
2020
Q4
$24K Buy