Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Sell
2025
Q2
$301K Buy
2025
Q1
$110K Buy
2024
Q4
$28.2K Sell
2024
Q3
$85.6K Buy
2024
Q2
$109K Buy
2024
Q1
$57.3K Buy
2023
Q1
Sell
2022
Q4
$1.19M Sell
2022
Q3
$851K Sell
2022
Q2
$1.1M Buy
2022
Q1
$1.01M Buy