Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$88.6K Sell
2025
Q2
$127K Sell
2025
Q1
$123K Buy
2024
Q4
$130K Buy
2024
Q3
$61.7K Sell
2024
Q2
$156K Sell
2024
Q1
$224K Sell
2023
Q4
$215K Sell
2023
Q3
$261K Buy
2023
Q2
$333K Sell
2023
Q1
$355K Sell
2022
Q4
$371K Buy
2022
Q3
$148K Buy
2022
Q2
$127K Sell
2022
Q1
$243K Sell
2021
Q4
$279K Buy