Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$68.8K Sell
2025
Q2
$80.5K Sell
2025
Q1
$96.3K Sell
2024
Q4
$520K Buy
2024
Q3
$598K Buy
2024
Q2
$623K Buy
2024
Q1
$545K Sell
2023
Q4
$669K Sell
2023
Q3
$618K Sell
2023
Q2
$594K Sell
2023
Q1
$472K Sell
2022
Q4
$416K Sell
2022
Q3
$358K Sell
2022
Q2
$514K Sell
2022
Q1
$689K Buy
2021
Q4
$848K Buy
2021
Q3
$858K Sell
2021
Q2
$908K Buy
2021
Q1
$715K Buy
2020
Q4
$691K Buy