Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Buy
2025
Q2
$29.6K Buy
2025
Q1
$28.7K Sell
2024
Q4
$56.2K Sell
2024
Q3
$197K Sell
2024
Q2
$294K Sell
2024
Q1
$605K Sell
2023
Q4
$855K Sell
2023
Q3
$909K Sell
2023
Q2
$1.07M Buy
2023
Q1
$1.06M Buy
2022
Q4
$1.03M Sell
2022
Q3
$1.02M Sell
2022
Q2
$1.18M Sell
2022
Q1
$1.57M Hold
2021
Q4
$1.7M Buy