Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$35.4K Sell
2025
Q2
$405K Buy
2025
Q1
$32.6K Sell
2024
Q4
$188K Buy
2024
Q3
$22.3K Hold
2024
Q2
$28.1K Sell
2024
Q1
$53K Sell
2023
Q4
$48.4K Sell
2023
Q3
$83.1K Sell
2023
Q2
$79.2K Sell
2023
Q1
$99.8K Buy
2022
Q4
$77K Sell
2022
Q3
$76K Sell
2022
Q2
$152K Sell
2022
Q1
$935K Sell
2021
Q4
$1.53M Sell
2021
Q3
$1.62M Sell
2021
Q2
$1.76M Sell
2021
Q1
$2.05M Buy