Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Sell
2025
Q2
$91.3K Buy
2025
Q1
$67.1K Sell
2024
Q4
$76.8K Sell
2024
Q3
$239K Buy
2024
Q2
$70.5K Buy
2024
Q1
$20.7K Sell
2023
Q4
$24K Buy
2023
Q3
$14K Sell
2023
Q2
$12K Buy
2023
Q1
$1K Buy