Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$162K Sell
2025
Q2
$193K Buy
2025
Q1
$181K Buy
2024
Q4
$125K Buy
2024
Q3
$112K Sell
2024
Q2
$127K Sell
2024
Q1
$120K Buy
2023
Q4
$79.1K Sell
2023
Q3
$106K Sell
2023
Q2
$131K Buy
2023
Q1
$86.3K Buy
2022
Q4
Sell
2022
Q3
$89K Buy
2022
Q2
$47K Buy
2022
Q1
Sell
2021
Q4
$67K Buy