Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$61K Sell
2025
Q2
$108K Buy
2025
Q1
$83K Buy
2024
Q4
$20K Sell
2024
Q3
$24K Sell
2024
Q2
$20K Buy
2024
Q1
$22K Sell
2023
Q4
$24K Buy
2023
Q3
$20K Buy
2023
Q2
$13K Sell
2023
Q1
$13K Hold
2022
Q4
$13K Buy
2022
Q3
$10K Sell
2022
Q2
$100K Buy
2022
Q1
$117K Buy
2021
Q4
$9K Buy