Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Sell
2025
Q2
$704K Buy
2025
Q1
$174K Sell
2024
Q4
$285K Buy
2024
Q3
$178K Buy
2024
Q2
$138K Buy
2024
Q1
$12.2K Buy
2023
Q4
$3.05K Sell
2023
Q3
$21.1K Buy
2023
Q2
$768 Sell
2023
Q1
$417K Buy
2022
Q4
$301K Buy
2022
Q3
$445K Buy
2022
Q2
$187K Sell
2022
Q1
$337K Sell
2021
Q4
$836K Buy
2021
Q3
$566K Sell
2021
Q2
$682K Buy
2021
Q1
$420K Buy
2020
Q4
$310K Buy