Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$122K Buy
2025
Q2
$65.9K Sell
2025
Q1
$103K Buy
2024
Q4
$80.6K Sell
2024
Q3
$381K Sell
2024
Q2
$402K Buy
2024
Q1
$60K Sell
2023
Q4
$288K Sell
2023
Q3
$297K Buy
2023
Q2
$245K Sell
2023
Q1
$259K Sell
2022
Q4
$413K Buy
2022
Q3
$279K Buy
2022
Q2
$145K Buy
2022
Q1
$167K Buy
2021
Q4
Sell
2021
Q3
$39K Sell
2021
Q2
$174K Buy