Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$362K Buy
2025
Q2
$226K Sell
2025
Q1
$391K Sell
2024
Q4
$450K Buy
2024
Q3
$345K Sell
2024
Q2
$367K Buy
2024
Q1
$232K Buy
2023
Q4
$155K Sell
2023
Q3
$184K Buy
2023
Q2
$103K Buy
2023
Q1
$92.2K Sell
2022
Q4
$144K Sell
2022
Q3
$182K Sell
2022
Q2
$224K Buy
2022
Q1
$212K Buy
2021
Q4
$151K Buy
2021
Q3
$132K Sell
2021
Q2
$125K Buy