Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$101K Sell
2025
Q1
$91K Buy
2024
Q4
$73K Buy
2024
Q3
$64K Sell
2024
Q2
$65K Sell
2024
Q1
$80K Buy
2023
Q4
$80K Sell
2023
Q3
$71K Buy
2023
Q2
$71K Sell
2023
Q1
$91K Sell
2022
Q4
$67K Buy
2022
Q3
$55K Buy
2022
Q2
$14K Sell
2022
Q1
$49K Buy
2021
Q4
$14K Buy