Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$357K Sell
2025
Q1
$552K Buy
2024
Q4
$437K Sell
2024
Q3
$612K Buy
2024
Q2
$369K Sell
2024
Q1
$442K Buy
2023
Q4
$59.4K Buy
2023
Q3
$49.3K Buy
2023
Q2
$31.5K Buy
2023
Q1
$24.6K Buy
2022
Q4
$19.2K Buy
2022
Q3
$15K Sell
2022
Q2
$18K Sell
2022
Q1
$27K Buy
2021
Q4
$21K Buy
2021
Q3
$8K Sell
2021
Q2
$13K Buy
2021
Q1
$6K Buy