Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Buy
2025
Q2
$43.8K Buy
2025
Q1
$12.5K Buy
2024
Q4
$17.9K Sell
2024
Q3
$101K Buy
2024
Q2
$51.2K Sell
2024
Q1
$274K Buy
2023
Q3
$890K Buy
2023
Q2
$248K Buy
2023
Q1
$132K Sell
2022
Q4
$194K Sell
2022
Q3
$393K Buy
2022
Q2
$85K Sell
2022
Q1
$1.78M Buy
2021
Q4
Hold