Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$206K Sell
2025
Q3
$446K Buy
2025
Q2
$24.2K Sell
2025
Q1
$434K Buy
2024
Q4
$406K Sell
2024
Q3
$688K Sell
2024
Q2
$911K Buy
2024
Q1
$668K Buy
2023
Q4
$252K Buy
2023
Q3
$154K Buy
2023
Q2
$64.7K Buy
2023
Q1
$20.3K Buy
2022
Q4
$9.84K Sell
2022
Q3
$10.5K Hold
2022
Q2
$10.4K Sell
2022
Q1
$182K Buy
2021
Q4
$139K Sell
2021
Q3
$159K Sell
2021
Q2
$283K Buy