Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Sell
2025
Q2
$265K Buy
2025
Q1
$132K Buy
2024
Q4
$43.3K Sell
2024
Q3
$131K Buy
2024
Q2
$106K Buy
2024
Q1
$68K Buy
2023
Q4
$54.7K Sell
2023
Q3
$75.2K Buy
2023
Q2
$22.9K Sell
2023
Q1
$48K Buy
2022
Q4
$37.7K Buy