Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$273K Sell
2025
Q2
$838K Buy
2025
Q1
$48.8K Buy
2024
Q4
$16.4K Buy
2024
Q3
$12.5K Buy
2024
Q2
$5.54K Sell
2024
Q1
$28.1K Buy
2023
Q4
Sell
2023
Q3
$19.9K Buy
2023
Q2
$18K Buy
2023
Q1
$14.1K Buy
2022
Q4
$4.9K Sell
2022
Q3
$6K Buy
2022
Q2
$4K Hold
2022
Q1
$7K Buy