Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$441K Buy
2025
Q2
$422K Sell
2025
Q1
$408K Buy
2024
Q4
$219K Buy
2024
Q3
$185K Buy
2024
Q2
$129K Sell
2024
Q1
$129K Sell
2023
Q4
$137K Buy
2023
Q3
$83.5K Sell
2023
Q2
$105K Sell
2023
Q1
$111K Buy
2022
Q4
$106K Buy
2022
Q3
$97K Sell
2022
Q2
$122K Sell
2022
Q1
$143K Buy
2021
Q4
$139K Buy