Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$68.1K Sell
2025
Q1
$143K Buy
2024
Q4
$81.3K Sell
2024
Q3
$557K Sell
2024
Q2
$577K Buy
2024
Q1
$614K Hold
2023
Q4
$642K Sell
2023
Q3
$527K Buy
2023
Q2
$574K Sell
2023
Q1
$580K Sell
2022
Q4
$422K Sell
2022
Q3
$480K Sell
2022
Q2
$631K Buy
2022
Q1
$587K Hold
2021
Q4
$741K Buy