Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$109K Buy
2025
Q2
$91.3K Buy
2025
Q1
$62.3K Buy
2024
Q4
$76.5K Buy
2024
Q3
$74.7K Sell
2024
Q2
$49.3K Sell
2024
Q1
$130K Sell
2023
Q4
$188K Sell
2023
Q3
$212K Buy
2023
Q2
$172K Sell
2023
Q1
$395K Buy
2022
Q4
$195K Buy
2022
Q3
$279K Sell
2022
Q2
$223K Buy
2022
Q1
$249K Sell
2021
Q4
$292K Buy
2021
Q3
$78K Buy
2021
Q2
$130K Buy
2021
Q1
$101K Buy