Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$199K Sell
2025
Q2
$272K Sell
2025
Q1
$539K Buy
2024
Q4
$401K Buy
2024
Q3
$234K Buy
2024
Q2
$122K Sell
2024
Q1
$129K Buy
2023
Q4
$36.1K Buy
2023
Q3
$31.8K Buy
2023
Q2
$22K Buy
2023
Q1
$15.1K Buy
2022
Q4
$14.4K Sell
2022
Q3
$15K Buy
2022
Q2
$18K Sell
2022
Q1
$45K Sell
2021
Q4
$48K Buy
2021
Q3
$40K Buy
2021
Q2
$32K Buy
2021
Q1
$15K Buy