Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Sell
2025
Q2
$227K Sell
2025
Q1
$254K Buy
2024
Q4
$222K Buy
2024
Q3
$231K Sell
2024
Q2
$215K Buy
2024
Q1
$218K Buy
2023
Q4
$146K Buy
2023
Q3
$73K Buy
2023
Q2
$67.3K Sell
2023
Q1
$73.6K Buy
2022
Q4
$83.3K Buy
2022
Q3
$68K Buy
2022
Q2
$6K Hold
2022
Q1
$7K Hold
2021
Q4
$5.91K Buy