Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Buy
2025
Q2
$378K Buy
2025
Q1
$293K Sell
2024
Q4
$466K Buy
2024
Q3
$106K Sell
2024
Q2
$278K Buy
2024
Q1
$106K Sell
2023
Q4
$220K Buy
2023
Q3
$28.7K Sell
2023
Q2
$39.4K Sell
2023
Q1
$421K Buy
2022
Q4
$78.5K Sell
2022
Q3
$143K Sell
2022
Q2
$411K Buy
2022
Q1
$271K Buy
2021
Q4
$267K Buy
2021
Q3
Sell
2021
Q2
$18K Sell
2021
Q1
$77K Buy