Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$95.5K Sell
2025
Q2
$92.7K Sell
2025
Q1
$99.2K Sell
2024
Q4
$98.7K Sell
2024
Q3
$114K Buy
2024
Q2
$79.1K Buy
2024
Q1
$68K Buy
2023
Q4
$62K Buy
2023
Q3
$53K Buy
2023
Q2
$53K Sell
2023
Q1
$94K Sell
2022
Q4
$101K Buy
2022
Q3
$66K Sell
2022
Q2
$97K Buy