Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94K Sell
2025
Q2
$113K Sell
2025
Q1
$99K Sell
2024
Q4
$157K Buy
2024
Q3
$85K Buy
2024
Q2
$82K Sell
2024
Q1
$166K Hold
2023
Q4
$139K Sell
2023
Q3
$144K Sell
2023
Q2
$201K Sell
2023
Q1
$220K Sell
2022
Q4
$219K Sell
2022
Q3
$161K Buy
2022
Q2
$110K Buy
2022
Q1
$119K Buy
2021
Q4
$2K Buy