Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Sell
2025
Q2
$1.62M Buy
2025
Q1
$146K Buy
2024
Q4
$122K Buy
2024
Q3
$67.1K Buy
2024
Q2
$51 Buy
2024
Q1
Sell
2023
Q4
$46.2K Hold
2023
Q3
$49.1K Hold
2023
Q2
$48K Hold
2023
Q1
$39.2K Hold
2022
Q4
$40.3K Buy
2022
Q3
$39.5K Sell
2022
Q2
$625K Sell
2022
Q1
$592K Buy
2021
Q4
$438K Buy