Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Buy
2025
Q2
$74K Sell
2025
Q1
$249K Buy
2024
Q4
$184K Buy
2024
Q3
$178K Buy
2024
Q2
$163K Sell
2024
Q1
$203K Buy
2023
Q4
$106K Buy
2023
Q3
$13K Buy
2023
Q2
$8K Sell
2023
Q1
$9K Sell
2022
Q4
$16K Buy
2022
Q3
$10K Sell
2022
Q2
$13K Buy
2022
Q1
$17K Buy
2021
Q4
$19K Buy