Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$306K Buy
2025
Q1
$130K Sell
2024
Q4
$266K Buy
2024
Q3
$109K Buy
2024
Q2
$42.1K Sell
2024
Q1
$125K Buy
2023
Q4
$39.4K Buy
2023
Q2
Sell
2023
Q1
$32.9K Buy
2022
Q4
$31.3K Sell
2022
Q3
$44K Buy
2022
Q1
Sell
2021
Q4
$36K Buy