Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$111K Buy
2025
Q1
Sell
2024
Q4
$102K Buy
2024
Q3
Sell
2024
Q2
$423K Buy
2024
Q1
$324K Buy
2023
Q4
$173K Sell
2023
Q3
$237K Sell
2023
Q2
$330K Buy
2023
Q1
$174K Buy
2022
Q4
$61.1K Sell
2022
Q3
$96K Buy
2022
Q2
$86K Sell
2022
Q1
$167K Buy
2021
Q4
$121K Buy