Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Sell
2025
Q2
$319K Buy
2025
Q1
$121K Buy
2024
Q4
$143K Sell
2024
Q3
$309K Buy
2024
Q2
$164K Buy
2024
Q1
$161K Sell
2023
Q4
$410K Buy
2023
Q3
$218K Buy
2023
Q2
$91.5K Buy
2023
Q1
$63.6K Buy
2022
Q4
$53.4K Sell
2022
Q3
$84K Buy
2022
Q2
$54K Sell
2022
Q1
$88K Sell
2021
Q4
$146K Buy
2021
Q3
$74K Buy
2021
Q2
$59K Buy