Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$75.4K Sell
2025
Q2
$148K Sell
2025
Q1
$456K Buy
2024
Q4
$151K Sell
2024
Q3
$197K Sell
2024
Q2
$202K Buy
2024
Q1
$168K Buy
2023
Q4
$82.2K Buy
2023
Q3
$34.1K Buy
2023
Q2
$28.4K Sell
2023
Q1
$66.8K Buy
2022
Q4
$53.7K Sell
2022
Q3
$142K Buy
2022
Q2
$65K Sell
2022
Q1
$97K Sell
2021
Q4
$111K Buy