Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$92.1K Sell
2025
Q1
$84.5K Buy
2024
Q4
$82K Sell
2024
Q3
$103K Sell
2024
Q2
$105K Sell
2024
Q1
$113K Sell
2023
Q4
$130K Sell
2023
Q3
$118K Sell
2023
Q2
$136K Sell
2023
Q1
$255K Sell
2022
Q4
$383K Sell
2022
Q3
$407K Sell
2022
Q2
$429K Sell
2022
Q1
$534K Sell
2021
Q4
$973K Buy
2021
Q3
$618K Sell
2021
Q2
$671K Buy