Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$60K Sell
2025
Q2
$84K Buy
2025
Q1
$64K Buy
2024
Q4
$58K Sell
2024
Q3
$101K Sell
2024
Q2
$97K Sell
2024
Q1
$108K Buy
2023
Q4
$67K Buy
2023
Q3
$59K Sell
2023
Q2
$78K Buy
2023
Q1
$32K Buy
2022
Q4
$26K Sell
2022
Q3
$30K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$1K Buy