Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$124K Buy
2025
Q2
$50.2K Buy
2025
Q1
$52.8K Sell
2024
Q4
$107K Buy
2024
Q3
$160K Buy
2024
Q2
$75.8K Sell
2024
Q1
$101K Buy
2023
Q4
$182K Sell
2023
Q3
$185K Sell
2023
Q2
$256K Buy
2023
Q1
$261K Buy
2022
Q4
$127K Buy
2021
Q2
Sell
2021
Q1
$354K Sell
2020
Q4
$444K Sell
2020
Q3
$202K Buy