Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87.2K Sell
2025
Q2
$93.4K Buy
2025
Q1
$30.2K Sell
2024
Q4
$60.1K Sell
2024
Q3
$153K Sell
2024
Q2
$214K Sell
2024
Q1
$991K Buy
2023
Q4
$235K Sell
2023
Q3
$1.24M Sell
2023
Q2
$1.35M Sell
2023
Q1
$1.1M Buy
2022
Q4
$106K Buy
2022
Q3
Sell
2022
Q2
$52K Sell
2022
Q1
$802K Sell
2021
Q4
$1.37M Hold
2021
Q3
$1.31M Sell
2021
Q2
$1.51M Buy
2021
Q1
$1.44M Buy
2018
Q3
Sell
2018
Q2
$307K Buy