Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$51.9K Sell
2025
Q2
$39.6K Sell
2025
Q1
$367K Buy
2024
Q4
$389K Buy
2024
Q2
$269K Buy
2024
Q1
$295K Buy
2023
Q4
$153K Buy
2023
Q3
Sell
2023
Q2
$104K Sell
2023
Q1
$205K Sell
2022
Q4
$239K Buy