Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Buy
2025
Q2
$61.2K Sell
2025
Q1
$55K Buy
2024
Q4
$63K Buy
2024
Q3
$72K Hold
2024
Q2
$61.4K Buy
2024
Q1
$1.22K Sell
2023
Q4
$6.95K Sell
2023
Q3
$54.8K Buy
2023
Q2
$62.1K Sell
2023
Q1
$70.9K Buy
2022
Q4
$67K Sell
2022
Q3
$62K Sell
2022
Q2
$123K Buy
2022
Q1
$137K Sell
2021
Q4
$204K Sell
2021
Q3
$185K Buy
2021
Q2
$188K Sell
2021
Q1
$169K Sell
2020
Q4
$185K Buy