Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Sell
2025
Q2
$132K Buy
2025
Q1
$115K Sell
2024
Q4
$105K Sell
2024
Q3
$96.6K Buy
2024
Q2
Sell
2024
Q1
$33.4K Buy
2022
Q4
$11.1K Buy
2022
Q3
Sell
2022
Q2
$25K Buy
2022
Q1
Sell
2021
Q4
$161K Buy