Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Buy
2025
Q2
$32K Sell
2025
Q1
$68K Sell
2024
Q4
$263K Buy
2024
Q3
$168K Sell
2024
Q2
$222K Sell
2024
Q1
$247K Buy
2023
Q4
$153K Sell
2023
Q3
$167K Buy
2023
Q2
$149K Sell
2023
Q1
$182K Buy
2022
Q4
$30K Sell
2022
Q3
$93K Buy
2022
Q2
$3K Buy
2022
Q1
$5K Sell
2021
Q4
$45K Buy