Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$183K Sell
2025
Q3
$533K Buy
2025
Q2
$298K Buy
2025
Q1
$272K Buy
2024
Q4
$284K Buy
2024
Q3
$132K Sell
2024
Q2
$214K Sell
2024
Q1
$476K Buy
2023
Q4
$353K Buy
2023
Q3
$257K Buy
2023
Q2
$35K Buy
2023
Q1
$30.8K Sell
2022
Q4
$59.2K Buy
2022
Q3
$11.3K Hold
2022
Q2
$11.4K Buy
2022
Q1
$2.24K Sell
2021
Q4
$17.7K Sell
2021
Q3
$237K Buy
2021
Q2
$134K Sell
2021
Q1
$280K Buy
2020
Q4
$16.1K Buy