Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$124K Sell
2025
Q2
$101K Buy
2025
Q1
$66K Buy
2024
Q4
$68K Sell
2024
Q3
$80K Sell
2024
Q2
$129K Sell
2024
Q1
$126K Buy
2023
Q4
$105K Buy
2023
Q3
$70K Sell
2023
Q2
$104K Sell
2023
Q1
$92K Sell
2022
Q4
$94K Sell
2022
Q3
$85K Buy
2022
Q2
$69K Buy
2022
Q1
$12K Sell
2021
Q4
$19K Buy