Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$115K Buy
2025
Q2
$61.4K Sell
2025
Q1
$83.1K Sell
2024
Q4
$74.6K Sell
2024
Q3
$99.7K Buy
2024
Q2
$64.2K Buy
2024
Q1
$37.8K Hold
2023
Q4
$43.1K Sell
2023
Q3
$176K Buy
2023
Q2
$165K Buy
2023
Q1
$161K Buy
2022
Q4
$130K Sell
2022
Q3
$155K Sell
2022
Q2
$234K Buy
2022
Q1
$308K Buy
2021
Q4
$288K Buy
2021
Q3
$289K Sell
2021
Q2
$309K Sell
2021
Q1
$395K Buy
2020
Q4
$275K Buy