Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Buy
2025
Q2
$98.5K Sell
2025
Q1
$113K Buy
2024
Q4
$128K Sell
2024
Q3
$238K Buy
2024
Q2
$106K Buy
2024
Q1
$113K Sell
2023
Q4
$229K Sell
2023
Q3
$259K Buy
2023
Q2
$245K Buy
2023
Q1
$227K Buy
2022
Q4
$206K Sell
2022
Q3
$379K Sell
2022
Q2
$560K Sell
2022
Q1
$551K Sell
2021
Q4
$839K Buy
2021
Q3
$274K Sell
2021
Q2
$433K Buy