Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$117K Sell
2025
Q2
$106K Buy
2025
Q1
$86.1K Sell
2024
Q4
$140K Sell
2024
Q3
$302K Buy
2024
Q2
$74K Buy
2024
Q1
$7.38K Sell
2023
Q4
$14K Buy
2023
Q3
$13K Buy
2023
Q2
$10K Sell
2023
Q1
$116K Sell
2022
Q4
$152K Buy
2022
Q3
$88K Buy
2022
Q2
$69K Buy