Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$123K Sell
2025
Q2
$184K Sell
2025
Q1
$539K Buy
2024
Q4
$455K Sell
2024
Q3
$524K Buy
2024
Q2
$473K Buy
2024
Q1
$496K Buy
2023
Q4
$364K Buy
2023
Q3
$259K Buy
2023
Q2
$172K Buy
2023
Q1
$104K Buy
2022
Q4
$20.3K Sell
2022
Q3
$97K Buy
2022
Q2
Sell
2022
Q1
$53K Sell
2021
Q4
$57K Buy