Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$88.5K Sell
2025
Q2
$339K Sell
2025
Q1
$490K Buy
2024
Q4
$492K Buy
2024
Q3
$283K Buy
2024
Q2
$206K Buy
2024
Q1
$193K Sell
2023
Q4
$222K Sell
2023
Q3
$292K Buy
2023
Q2
$303K Sell
2023
Q1
$277K Buy
2022
Q4
$174K Sell
2022
Q3
$189K Buy
2022
Q2
$43K Sell
2022
Q1
$191K Buy
2021
Q4
$175K Buy
2021
Q3
$116K Sell
2021
Q2
$134K Buy
2021
Q1
$60K Buy