Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$460K Buy
2025
Q2
$224K Buy
2025
Q1
$57.3K Sell
2024
Q4
$73.5K Buy
2024
Q3
$67.8K Buy
2024
Q2
$58.9K Sell
2024
Q1
$127K Hold
2023
Q4
$116K Sell
2023
Q3
$116K Buy
2023
Q2
$102K Buy
2023
Q1
$92.2K Buy
2022
Q4
$51K Sell
2022
Q3
$81K Sell
2022
Q2
$122K Buy
2022
Q1
$152K Sell
2021
Q4
$253K Buy