Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$992K Buy
2025
Q2
$844K Sell
2025
Q1
$482K Sell
2024
Q4
$803K Buy
2024
Q3
$653K Buy
2024
Q2
$486K Buy
2024
Q1
$385K Buy
2023
Q4
$167K Buy
2023
Q3
$125K Sell
2023
Q2
$86.9K Sell
2023
Q1
$60.8K Sell
2022
Q4
$65.5K Buy
2022
Q3
$2K Buy
2022
Q1
Sell
2021
Q4
$1K Buy
2021
Q3
$1K Sell
2021
Q2
$1K Hold
2021
Q1
$1K Buy