Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$160K Sell
2025
Q2
$178K Buy
2025
Q1
$84K Sell
2024
Q4
$135K Buy
2024
Q3
$164K Buy
2024
Q2
$126K Sell
2024
Q1
$179K Buy
2023
Q4
$172K Buy
2023
Q3
$92K Buy
2023
Q2
$90.4K Buy
2023
Q1
$42.8K Buy
2022
Q4
$29.2K Sell
2022
Q3
$31K Buy
2022
Q2
Sell
2022
Q1
$36K Buy