Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Sell
2025
Q2
$118K Buy
2025
Q1
$106K Sell
2024
Q4
$121K Sell
2024
Q3
$136K Sell
2024
Q2
$464K Buy
2024
Q1
$495K Hold
2023
Q4
$409K Sell
2023
Q3
$460K Sell
2023
Q2
$436K Sell
2023
Q1
$432K Sell
2022
Q4
$301K Sell
2022
Q3
$427K Sell
2022
Q2
$378K Buy
2022
Q1
$536K Buy
2021
Q4
$154K Buy
2021
Q3
$150K Buy
2021
Q2
$107K Buy
2021
Q1
$106K Buy