Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40.2K Sell
2025
Q2
$56.7K Sell
2025
Q1
$71.1K Sell
2024
Q4
$296K Buy
2024
Q3
$337K Sell
2024
Q2
$340K Buy
2024
Q1
$432K Buy
2023
Q4
$301K Buy
2023
Q3
$282K Buy
2023
Q2
$270K Sell
2023
Q1
$273K Buy
2022
Q4
$171K Buy
2020
Q3
Sell
2020
Q2
$1K Buy