Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$82.2K Sell
2025
Q2
$65.6K Buy
2025
Q1
$41.3K Sell
2024
Q4
$57.7K Sell
2024
Q3
$218K Buy
2024
Q2
$11.1K Sell
2024
Q1
$25K Sell
2023
Q4
$29.4K Buy
2023
Q3
$17.2K Sell
2023
Q2
$37.6K Sell
2023
Q1
$52.7K Buy
2022
Q4
$71.3K Sell
2022
Q3
$140K Buy
2022
Q2
$147K Buy
2022
Q1
$136K Sell
2021
Q4
$152K Sell
2021
Q3
$157K Buy
2019
Q4
Sell
2019
Q3
$134K Buy
2017
Q1
Sell
2016
Q4
$211K Buy