Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$98.3K Sell
2025
Q2
$112K Sell
2025
Q1
$123K Buy
2024
Q4
$150K Sell
2024
Q3
$192K Sell
2024
Q2
$191K Buy
2024
Q1
$220K Buy
2023
Q4
$141K Sell
2023
Q3
$124K Sell
2023
Q2
$160K Sell
2023
Q1
$2.23M Buy
2022
Q4
$1.95M Sell
2022
Q3
$1.97M Buy
2022
Q2
$1.51M Buy
2022
Q1
$2.23M Buy
2021
Q4
$2.31M Buy