Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$113K Buy
2025
Q2
$92.4K Sell
2025
Q1
$94.2K Buy
2024
Q4
$86.1K Buy
2024
Q3
$90.3K Sell
2024
Q2
$80K Sell
2024
Q1
$88.3K Sell
2023
Q4
$74.2K Sell
2023
Q3
$77.6K Sell
2023
Q2
$79K Sell
2023
Q1
$79K Buy
2022
Q4
$73.7K Sell
2022
Q3
$66K Buy
2022
Q2
$74K Sell
2022
Q1
$122K Buy
2021
Q4
$142K Buy
2021
Q3
$149K Buy
2021
Q2
$148K Buy
2021
Q1
$92K Sell
2020
Q4
$100K Buy