Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$161K Sell
2025
Q2
$416K Buy
2025
Q1
$328K Sell
2024
Q4
$674K Buy
2024
Q3
$340K Buy
2024
Q2
$114K Sell
2024
Q1
$187K Buy
2023
Q4
$188K Sell
2023
Q3
$182K Buy
2023
Q2
$152K Sell
2023
Q1
$165K Buy
2022
Q4
$50.2K Buy