Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$0 Sell
2025
Q2
$2K Sell
2025
Q1
$105K Sell
2024
Q4
$228K Buy
2024
Q3
$183K Sell
2024
Q2
$218K Sell
2024
Q1
$192K Buy
2023
Q4
$97K Sell
2023
Q3
$124K Buy
2023
Q2
$107K Buy
2023
Q1
$95K Buy
2022
Q4
$1K Hold
2022
Q3
$0 Buy
2022
Q1
Sell
2021
Q4
$0 Buy