Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$171K Sell
2025
Q2
$163K Sell
2025
Q1
$195K Buy
2024
Q4
$219K Sell
2024
Q3
$252K Buy
2024
Q2
$246K Buy
2024
Q1
$209K Buy
2023
Q4
$203K Buy
2023
Q3
$146K Buy
2023
Q2
$171K Buy
2023
Q1
$158K Buy
2022
Q4
$134K Buy
2022
Q3
$68K Buy
2022
Q2
$87K Sell
2022
Q1
$140K Buy
2021
Q4
$40K Buy
2021
Q3
$0 Buy