Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$122K Sell
2025
Q2
$153K Buy
2025
Q1
$11.9K Buy
2024
Q4
$9.79K Sell
2024
Q3
$28.5K Sell
2024
Q2
$39.4K Sell
2024
Q1
$77.8K Sell
2023
Q4
$77.6K Sell
2023
Q3
$87.7K Sell
2023
Q2
$93.2K Sell
2023
Q1
$112K Buy
2022
Q4
$38K Buy
2022
Q3
$30K Sell
2022
Q2
$144K Sell
2022
Q1
$223K Sell
2021
Q4
$423K Buy
2021
Q3
$263K Sell
2021
Q2
$334K Sell
2021
Q1
$856K Buy