Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$26.3K Sell
2025
Q2
$136K Sell
2025
Q1
$123K Buy
2024
Q4
$154K Buy
2024
Q3
$121K Sell
2024
Q2
$129K Sell
2024
Q1
$127K Buy
2023
Q4
$243K Sell
2023
Q3
$307K Sell
2023
Q2
$392K Sell
2023
Q1
$433K Sell
2022
Q4
$1.8M Buy
2022
Q3
$178K Sell
2022
Q2
$398K Buy
2022
Q1
$474K Sell
2021
Q4
$672K Sell
2021
Q3
$823K Buy
2021
Q2
$636K Buy
2021
Q1
$543K Sell
2020
Q4
$500K Buy