Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$42K Sell
2025
Q2
$84K Buy
2025
Q1
$48K Sell
2024
Q4
$72K Sell
2024
Q3
$79K Sell
2024
Q2
$129K Sell
2024
Q1
$166K Buy
2023
Q4
$121K Sell
2023
Q3
$137K Sell
2023
Q2
$168K Buy
2023
Q1
$149K Sell
2022
Q4
$151K Sell
2022
Q3
$137K Buy
2022
Q2
$126K Buy
2022
Q1
$112K Buy
2021
Q4
$72K Buy