Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19.4K Sell
2025
Q2
$123K Buy
2025
Q1
$90K Sell
2024
Q4
$142K Sell
2024
Q3
$142K Buy
2024
Q2
Sell
2024
Q1
$175K Buy
2023
Q4
$127K Sell
2023
Q3
$122K Sell
2023
Q2
$129K Buy
2023
Q1
$0 Hold
2022
Q4
$0 Sell
2022
Q3
$0 Buy
2022
Q2
$0 Sell
2022
Q1
$5K Buy