Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125K Buy
2025
Q2
$64K Sell
2025
Q1
$65K Sell
2024
Q4
$95K Sell
2024
Q3
$102K Buy
2024
Q2
$68K Sell
2024
Q1
$76K Buy
2023
Q4
$89K Sell
2023
Q3
$83K Sell
2023
Q2
$167K Buy
2023
Q1
$89K Sell
2022
Q4
$92K Buy
2022
Q3
$45K Buy
2022
Q2
$26K Sell
2022
Q1
$32K Buy
2021
Q4
$6K Buy