Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$65.7K Sell
2025
Q2
$81.6K Buy
2025
Q1
$71.8K Buy
2024
Q4
$68K Sell
2024
Q3
$144K Buy
2024
Q2
$41.7K Buy
2024
Q1
$12K Sell
2023
Q4
$27K Buy
2023
Q3
$9K Buy
2023
Q2
$6K Sell
2023
Q1
$13K Buy
2022
Q4
$8K Buy
2022
Q3
$1K Buy
2022
Q2
$0 Buy