Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$67.1K Sell
2025
Q2
$693K Buy
2025
Q1
$383K Sell
2024
Q4
$426K Sell
2024
Q3
$870K Buy
2024
Q2
$330K Buy
2024
Q1
$127K Buy
2023
Q4
$47.9K Sell
2023
Q3
$103K Sell
2023
Q2
$586K Buy
2023
Q1
$384K Sell
2022
Q4
$531K Buy
2022
Q3
$365K Buy
2022
Q2
$283K Buy
2022
Q1
$190K Sell
2021
Q4
$196K Sell
2021
Q3
$354K Buy
2021
Q2
$124K Sell
2021
Q1
$203K Buy