Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$183K Sell
2025
Q2
$197K Buy
2025
Q1
$70.2K Buy
2024
Q4
$16K Sell
2024
Q3
$25.3K Buy
2024
Q2
$7.52K Buy
2024
Q1
$1.24K Sell
2023
Q4
$10K Buy
2023
Q3
Sell
2023
Q2
$1K Sell
2023
Q1
$32K Buy
2022
Q4
$19K Buy
2022
Q3
$9K Sell
2022
Q2
$11K Buy