Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Buy
2025
Q2
$87.9K Buy
2024
Q4
Sell
2024
Q3
$165K Buy
2024
Q2
$122K Buy
2024
Q1
$137K Buy
2023
Q4
$128K Sell
2023
Q3
$140K Sell
2023
Q2
$257K Sell
2023
Q1
$260K Sell
2022
Q4
$188K Sell
2022
Q3
$139K Buy
2022
Q2
Sell
2022
Q1
$212K Buy
2021
Q3
Sell
2021
Q2
$276K Sell
2021
Q1
$323K Sell
2020
Q4
$386K Buy