Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12K Sell
2025
Q2
$17K Sell
2025
Q1
$92K Sell
2024
Q4
$109K Buy
2024
Q3
$87K Buy
2024
Q2
$104K Sell
2024
Q1
$123K Buy
2023
Q4
$88K Sell
2023
Q3
$93K Buy
2023
Q2
$14K Sell
2023
Q1
$12K Sell
2022
Q4
$12K Sell
2022
Q3
$11K Buy
2022
Q2
$11K Sell
2022
Q1
$20K Sell
2021
Q4
$68K Buy