Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Sell
2025
Q2
$156K Buy
2025
Q1
$114K Sell
2024
Q4
$164K Sell
2024
Q3
$154K Sell
2024
Q2
$161K Buy
2024
Q1
$169K Sell
2023
Q4
$208K Buy
2023
Q3
$145K Sell
2023
Q2
$157K Buy
2023
Q1
$113K Buy
2022
Q4
$46K Sell
2022
Q3
$32K Buy
2022
Q2
$26K Sell
2022
Q1
$31K Buy
2021
Q4
$1K Buy