Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125K Sell
2025
Q2
$123K Sell
2025
Q1
$155K Buy
2024
Q4
$103K Sell
2024
Q3
$186K Buy
2024
Q2
$42K Buy
2024
Q1
$14.9K Buy
2023
Q4
$7K Sell
2023
Q3
$30K Buy
2023
Q2
$26K Sell
2023
Q1
$45K Buy
2022
Q4
$35K Buy
2022
Q3
$20K Buy
2022
Q2
$21K Buy