Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$67K Buy
2025
Q2
$47K Sell
2025
Q1
$111K Sell
2024
Q4
$218K Sell
2024
Q3
$241K Sell
2024
Q2
$202K Sell
2024
Q1
$212K Sell
2023
Q4
$209K Buy
2023
Q3
$121K Buy
2023
Q2
$105K Buy
2023
Q1
$11K Buy
2022
Q4
$1K Sell
2022
Q3
$21K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Buy
2021
Q4
$1K Buy