Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$130K Sell
2025
Q2
$121K Buy
2025
Q1
$109K Buy
2024
Q4
$70.5K Buy
2024
Q3
$81K Sell
2024
Q2
$98.3K Buy
2024
Q1
$88.9K Buy
2022
Q4
$70.1K Buy
2022
Q3
Sell
2022
Q2
$66K Buy
2022
Q1
Sell
2021
Q4
$110K Buy