Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$109K Sell
2025
Q2
$103K Buy
2025
Q1
$93.1K Sell
2024
Q4
$160K Buy
2024
Q3
$162K Buy
2024
Q2
$109K Buy
2024
Q1
$55.1K Buy
2023
Q4
$74.2K Buy
2023
Q3
$61.8K Sell
2023
Q2
$292K Sell
2023
Q1
$303K Buy
2022
Q4
$316K Sell
2022
Q3
$491K Sell
2022
Q2
$690K Sell
2022
Q1
$1.08M Sell
2021
Q4
$1.23M Buy
2021
Q3
$1.21M Buy
2021
Q2
$943K Buy
2021
Q1
$577K Buy