Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Sell
2025
Q2
$642K Buy
2025
Q1
$219K Sell
2024
Q4
$306K Sell
2024
Q3
$413K Buy
2024
Q2
$72.8K Sell
2024
Q1
$92.6K Sell
2023
Q4
$186K Sell
2023
Q3
$228K Buy
2023
Q2
$122K Buy
2023
Q1
Sell
2022
Q4
$250K Buy
2022
Q3
$186K Buy
2022
Q2
$145K Sell
2022
Q1
$158K Buy
2021
Q4
$95K Buy