Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27K Sell
2025
Q2
$15K Buy
2025
Q1
$11K Buy
2024
Q4
$15K Sell
2024
Q3
$41K Sell
2024
Q2
$94K Buy
2024
Q1
$60K Buy
2023
Q4
$12K Sell
2023
Q3
$18K Buy
2023
Q2
$7K Sell
2023
Q1
$9K Sell
2022
Q4
$33K Sell
2022
Q3
$43K Sell
2022
Q2
$60K Buy
2022
Q1
$59K Sell
2021
Q4
$98K Buy