Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$107K Sell
2025
Q2
$94K Buy
2025
Q1
$47K Sell
2024
Q4
$176K Buy
2024
Q3
$29K Sell
2024
Q2
$107K Buy
2024
Q1
$45K Sell
2023
Q4
$41K Buy
2023
Q3
$31K Sell
2023
Q2
$48K Sell
2023
Q1
$63K Buy
2022
Q4
$47K Buy
2022
Q3
$33K Buy
2022
Q2
$22K Sell
2022
Q1
$128K Buy
2021
Q4
$78K Buy