Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Sell
2025
Q2
$160K Sell
2025
Q1
$171K Buy
2024
Q4
$133K Sell
2024
Q3
$194K Buy
2024
Q2
$67.6K Buy
2024
Q1
$20.8K Sell
2023
Q4
$24K Buy
2023
Q3
$13K Buy
2023
Q2
$0 Sell
2023
Q1
$12K Sell
2022
Q4
$11K Sell
2022
Q3
$17K Buy
2022
Q2
$7K Buy