Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Buy
2025
Q2
$341K Sell
2025
Q1
$253K Buy
2024
Q4
$307K Sell
2024
Q3
$211K Buy
2024
Q2
$153K Sell
2024
Q1
$226K Buy
2023
Q4
$266K Sell
2023
Q3
$136K Buy
2023
Q2
$89.7K Buy
2023
Q1
$59.7K Buy
2022
Q4
$45.6K Buy
2022
Q3
$11K Buy
2022
Q2
$9K Hold
2022
Q1
$22K Buy
2021
Q4
$39K Hold
2021
Q3
$46K Buy
2021
Q2
$10K Sell
2021
Q1
$29K Buy