Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Sell
2025
Q2
$124K Buy
2025
Q1
$97K Sell
2024
Q4
$104K Sell
2024
Q3
$176K Buy
2024
Q2
$58.2K Buy
2024
Q1
$42K Buy
2023
Q4
$6K Sell
2023
Q3
$10K Buy
2023
Q2
$7K Sell
2023
Q1
$11K Buy
2022
Q4
$8K Buy
2022
Q3
$4K Sell
2022
Q2
$4K Buy