Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Buy
2025
Q2
$69.2K Sell
2025
Q1
$264K Buy
2024
Q4
$141K Buy
2024
Q3
$3.35K Sell
2024
Q2
$86.8K Buy
2024
Q1
$4.86K Buy
2023
Q4
$4.09K Buy
2023
Q3
$2.8K Buy
2023
Q2
$1.8K Sell
2023
Q1
$137K Buy
2022
Q4
$1.7K Buy
2022
Q3
$1K Hold
2022
Q2
$1K Sell
2022
Q1
$126K Sell
2021
Q4
$150K Sell
2021
Q3
$202K Sell
2021
Q2
$240K Buy
2021
Q1
$123K Buy