Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Sell
2025
Q2
$240K Buy
2025
Q1
$196K Buy
2024
Q4
$204K Sell
2024
Q3
$204K Buy
2024
Q2
$173K Buy
2024
Q1
$215K Buy
2023
Q4
$171K Buy
2023
Q3
$110K Buy
2023
Q2
$80.2K Buy
2023
Q1
$47.5K Buy
2022
Q4
$38.4K Sell
2022
Q3
$40K Sell
2022
Q2
$107K Buy
2022
Q1
$79K Buy
2021
Q4
$150K Buy
2021
Q3
$108K Sell
2021
Q2
$186K Buy
2021
Q1
$0 Buy