Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$137K Sell
2025
Q2
$259K Buy
2025
Q1
$161K Buy
2024
Q4
$59.7K Sell
2024
Q3
$38.6K Hold
2024
Q2
$52.7K Sell
2024
Q1
$755K Buy
2023
Q4
$9.33K Hold
2023
Q3
$8.46K Buy
2023
Q2
$7.75K Sell
2023
Q1
$3.93K Hold
2022
Q4
$3K Sell
2022
Q3
$8K Sell
2022
Q2
$28K Sell
2022
Q1
$54K Buy
2021
Q4
$66K Buy
2021
Q3
$101K Buy
2021
Q2
$156K Buy
2021
Q1
$100K Buy
2020
Q4
$59K Buy