Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87.9K Buy
2025
Q2
$48K Sell
2025
Q1
$158K Sell
2024
Q4
$219K Sell
2024
Q3
$325K Sell
2024
Q2
$352K Sell
2024
Q1
$357K Sell
2023
Q4
$467K Sell
2023
Q3
$467K Sell
2023
Q2
$513K Sell
2023
Q1
$546K Buy
2022
Q4
$500K Sell
2022
Q3
$413K Sell
2022
Q2
$472K Buy
2022
Q1
$505K Buy
2021
Q4
$297K Buy
2021
Q3
$254K Buy
2021
Q2
$324K Sell
2021
Q1
$339K Buy