Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$93K Sell
2025
Q2
$99K Sell
2025
Q1
$89K Sell
2024
Q4
$110K Buy
2024
Q3
$118K Sell
2024
Q2
$130K Buy
2024
Q1
$142K Buy
2023
Q4
$64K Buy
2023
Q3
$15K Buy
2023
Q2
$15K Buy
2023
Q1
$16K Sell
2022
Q4
$15K Buy
2022
Q3
$10K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$3K Buy