Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$62K Sell
2025
Q2
$60K Buy
2025
Q1
$50K Buy
2024
Q4
$42K Buy
2024
Q3
$32K Sell
2024
Q2
$38K Buy
2024
Q1
$25K Buy
2023
Q4
$28K Sell
2023
Q3
$25K Sell
2023
Q2
$35K Buy
2023
Q1
$0 Buy
2022
Q4
$0 Buy
2022
Q3
Sell
2022
Q2
$0 Sell
2022
Q1
$0 Buy