Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$149K Sell
2025
Q2
$223K Sell
2025
Q1
$147K Sell
2024
Q4
$309K Buy
2024
Q3
$161K Sell
2024
Q2
$416K Buy
2024
Q1
$264K Buy
2023
Q4
$76.4K Buy
2023
Q3
$16.5K Sell
2023
Q2
$86K Buy
2023
Q1
$38K Sell
2022
Q4
$53K Sell
2022
Q3
$131K Buy
2022
Q2
$5K Sell
2022
Q1
$83K Buy
2021
Q4
$19K Sell
2021
Q3
$199K Buy