Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$49K Sell
2025
Q2
$129K Buy
2025
Q1
$17K Sell
2024
Q4
$71K Buy
2024
Q3
$13K Hold
2024
Q2
$12K Sell
2024
Q1
$25K Sell
2023
Q4
$52K Sell
2023
Q3
$78K Sell
2023
Q2
$106K Sell
2023
Q1
$124K Buy
2022
Q4
$71K Sell
2022
Q3
$94K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$1K Buy