Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$199K Sell
2025
Q2
$510K Buy
2025
Q1
$323K Sell
2024
Q4
$767K Buy
2024
Q3
$381K Sell
2024
Q2
$435K Buy
2024
Q1
$100K Sell
2023
Q4
$292K Buy
2023
Q3
$27.3K Sell
2023
Q2
$141K Buy
2023
Q1
$95.6K Buy
2022
Q2
Sell
2022
Q1
$17K Buy
2021
Q4
$22K Buy
2021
Q3
$21K Sell
2021
Q2
$33K Buy