Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$53K Sell
2025
Q2
$72K Sell
2025
Q1
$85K Sell
2024
Q4
$111K Sell
2024
Q3
$137K Sell
2024
Q2
$127K Buy
2024
Q1
$84K Sell
2023
Q4
$81K Sell
2023
Q3
$74K Buy
2023
Q2
$65K Buy
2023
Q1
$36K Buy
2022
Q4
$29K Sell
2022
Q3
$31K Sell
2022
Q2
$30K Sell
2022
Q1
$109K Buy
2021
Q4
$83K Buy