Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Sell
2025
Q2
$627K Buy
2025
Q1
$547K Sell
2024
Q4
$617K Buy
2024
Q3
$136K Sell
2024
Q2
$125K Buy
2023
Q1
Sell
2022
Q4
$98.2K Buy
2022
Q2
Sell
2022
Q1
$7K Sell
2021
Q4
$23K Sell
2021
Q3
$46K Sell
2021
Q2
$196K Buy
2021
Q1
$48K Buy