Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.78K Sell
2025
Q2
$10.8K Sell
2025
Q1
$127K Sell
2024
Q4
$329K Hold
2024
Q3
$349K Hold
2024
Q2
$261K Sell
2024
Q1
$270K Sell
2023
Q4
$1.36M Sell
2023
Q3
$1.19M Buy
2023
Q2
$1.24M Buy
2023
Q1
$1.22M Buy
2022
Q4
$1.31M Sell
2022
Q3
$1.24M Buy
2022
Q2
$1.41M Buy
2022
Q1
$1.48M Buy
2021
Q4
$1.64M Buy