Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$200K Buy
2025
Q3
$3.31K Sell
2025
Q2
$15.3K Buy
2025
Q1
$4.43K Sell
2024
Q4
$8.02K Sell
2024
Q3
$39.2K Sell
2024
Q2
$126K Sell
2024
Q1
$170K Buy
2023
Q4
$88.9K Sell
2023
Q3
$131K Buy
2023
Q2
$124K Buy
2023
Q1
$37.5K Sell
2022
Q4
$117K Sell
2022
Q3
$282K Sell
2022
Q2
$468K Buy
2022
Q1
$493K Sell
2021
Q4
$957K Sell
2021
Q3
$1,000K Sell
2021
Q2
$1.14M Sell
2021
Q1
$1.28M Buy