Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$234K Sell
2025
Q2
$259K Buy
2025
Q1
$253K Buy
2024
Q4
$183K Sell
2024
Q3
$175K Hold
2024
Q2
$220K Buy
2024
Q1
$243K Sell
2023
Q4
$218K Buy
2023
Q3
$190K Sell
2023
Q2
$165K Buy
2023
Q1
$204K Buy
2022
Q4
$160K Buy
2022
Q3
$59K Buy
2022
Q2
$91K Buy
2022
Q1
$148K Buy
2021
Q4
$182K Buy