Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$64K Sell
2025
Q1
$81.9K Buy
2024
Q4
$86K Buy
2024
Q3
$91.3K Buy
2024
Q1
Sell
2023
Q4
$26.2K Sell
2023
Q3
$57.5K Sell
2023
Q2
$122K Sell
2023
Q1
$151K Sell
2022
Q4
$451K Sell
2022
Q3
$653K Sell
2022
Q2
$1.02M Buy
2022
Q1
$1.04M Buy
2021
Q4
$1.15M Buy